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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
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% 416

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BOK Financial's OPY Position: Q1 2026 in Review

BOK Financial held its Oppenheimer Holdings (OPY) position steady in Q1 2026 at 23,850 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #315.

BOK Financial first reported a position in OPY in Q3 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • BOK Financial held 23,850 shares of Oppenheimer Holdings worth $2.13M as of Q1 2026.
  • BOK Financial left its Oppenheimer Holdings share count unchanged in Q1 2026.
  • Oppenheimer Holdings made up 0.03% of BOK Financial's portfolio in Q1 2026, its #315 holding.
  • BOK Financial first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.