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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
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% 416

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial's OPY Position: Q2 2026 in Review

BOK Financial held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 23,850 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #291.

BOK Financial first reported a position in OPY in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • BOK Financial held 23,850 shares of Oppenheimer Holdings worth $2.52M as of Q2 2026.
  • BOK Financial left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up 0.03% of BOK Financial's portfolio in Q2 2026, its #291 holding.
  • BOK Financial first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 8 quarters since.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.