BOK Financial
OPY icon

BOK Financial’s Oppenheimer Holdings OPY Stock Holding History

BOK Financial’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.81M Hold
23,850
– – 0.04% 281
2026
Q2 		$2.52M Hold
23,850
– – 0.03% 291
2026
Q1 		$2.13M Hold
23,850
– – 0.03% 315
2025
Q4 		$1.72M Hold
23,850
– – 0.03% 341
2025
Q3 		$1.76M Hold
23,850
– – 0.03% 366
2025
Q2 		$1.57M Hold
23,850
– – 0.03% 384
2025
Q1 		$1.42M Hold
23,850
– – 0.03% 394
2024
Q4 		$1.49M Hold
23,850
– – 0.03% 391
2024
Q3 		$1.17M Buy
+23,850
New +$1.22M 0.02% 417

Other funds holding OPY

NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

BOK Financial's OPY Position: Q3 2026 in Review

BOK Financial held its Oppenheimer Holdings (OPY) position steady in Q3 2026 at 23,850 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #281.

BOK Financial first reported a position in OPY in Q3 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

  • BOK Financial held 23,850 shares of Oppenheimer Holdings worth $2.81M as of Q3 2026.
  • BOK Financial left its Oppenheimer Holdings share count unchanged in Q3 2026.
  • Oppenheimer Holdings made up 0.04% of BOK Financial's portfolio in Q3 2026, its #281 holding.
  • BOK Financial first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 9 quarters since.
  • 22 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.