Boston Partners
OPY icon

Boston Partners’s Oppenheimer Holdings OPY Stock Holding History

Boston Partners’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 		$16.7M Buy
158,375
+26,941
+20% +$2.74M 0.01% 413
2026
Q1 		$11.7M Buy
131,434
+45,238
+52% +$3.79M 0.01% 420
2025
Q4 		$6.23M Buy
86,196
+7,255
+9% +$505K 0.01% 458
2025
Q3 		$5.83M Buy
78,941
+8,250
+12% +$598K 0.01% 455
2025
Q2 		$4.65M Sell
70,691
-877
-1% -$53.5K 0.01% 449
2025
Q1 		$4.27M Buy
71,568
+58,735
+458% +$3.8M 0.01% 443
2024
Q4 		$822K Buy
+12,833
New +$744K ﹤0.01% 586

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners's OPY Position: Q2 2026 in Review

Boston Partners increased its Oppenheimer Holdings (OPY) stake by 20% in Q2 2026, buying an estimated $2.74M and bringing the position to 158,375 shares worth $16.7M. The position accounts for 0.01% of the portfolio, ranked #413.

Boston Partners first reported a position in OPY in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Boston Partners held 158,375 shares of Oppenheimer Holdings worth $16.7M as of Q2 2026.
  • Boston Partners bought 26,941 Oppenheimer Holdings shares in Q2 2026, an estimated $2.74M.
  • Oppenheimer Holdings made up 0.01% of Boston Partners's portfolio in Q2 2026, its #413 holding.
  • Boston Partners first reported a position in Oppenheimer Holdings in Q4 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.