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Campbell & Co Investment Adviser’s Oppenheimer Holdings OPY Stock Holding History

Campbell & Co Investment Adviser’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
2025
Q2 		– Sell
-6,847
Closed -$408K – 1377
2025
Q1 		$408K Sell
6,847
-1,249
-15% -$80.8K 0.03% 762
2024
Q4 		$519K Sell
8,096
-4,476
-36% -$259K 0.04% 644
2024
Q3 		$643K Buy
12,572
+7,938
+171% +$405K 0.05% 612
2024
Q2 		$222K Buy
+4,634
New +$198K 0.02% 939

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Campbell & Co Investment Adviser's OPY Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Oppenheimer Holdings (OPY) in Q2 2025, closing a stake of 6,847 shares — an estimated $408K sold.

Campbell & Co Investment Adviser first reported a position in OPY in Q2 2024 and held it in 4 quarters. The position peaked at $643K in Q3 2024. 98 funds tracked by Wall St. Rank hold OPY as of Q2 2025.

  • Campbell & Co Investment Adviser reported no remaining Oppenheimer Holdings position as of Q2 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 6,847 Oppenheimer Holdings shares in Q2 2025, an estimated $408K.
  • Campbell & Co Investment Adviser first reported a position in Oppenheimer Holdings in Q2 2024 and held it in 4 quarters.
  • Campbell & Co Investment Adviser's Oppenheimer Holdings position peaked at $643K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.