Carson Wealth (CWM LLC)’s Oppenheimer Holdings OPY Stock Holding History

Carson Wealth (CWM LLC)’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	$1.96K	Sell	22 -2	-8%	-$167	﹤0.01%	5282
2025 Q4	$2K	Sell	24 -4	-14%	-$278	﹤0.01%	5116
2025 Q3	$2K	Sell	28 -9	-24%	-$652	﹤0.01%	5029
2025 Q2	$2K	Sell	37 -6	-14%	-$366	﹤0.01%	4911
2025 Q1	$3K	Sell	43 -4	-9%	-$259	﹤0.01%	4658
2024 Q4	$3K	Buy	+47	New	+$2.72K	﹤0.01%	4437
2023 Q3	–	Sell	-16	Closed	-$1K	–	4445
2023 Q2	$1K	Hold	16	–	–	﹤0.01%	4026
2023 Q1	$1K	Sell	16 -13	-45%	-$571	﹤0.01%	3886
2022 Q4	$1K	Sell	29 -69	-70%	-$2.54K	﹤0.01%	3803
2022 Q3	$3K	Sell	98 -268	-73%	-$9.38K	﹤0.01%	3341
2022 Q2	$12K	Buy	+366	New	+$12.6K	﹤0.01%	2471

Other funds holding OPY

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OPY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Oppenheimer Holdings (OPY) stake by 8.3% in Q1 2026, selling an estimated $167 and leaving 22 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #5282.

Carson Wealth (CWM LLC) first reported a position in OPY in Q2 2022 and has held it in 11 quarters since. The position peaked at $12K in Q2 2022. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

Carson Wealth (CWM LLC) held 22 shares of Oppenheimer Holdings worth $1.96K as of Q1 2026.
Carson Wealth (CWM LLC) sold 2 Oppenheimer Holdings shares in Q1 2026, an estimated $167.
Oppenheimer Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5282 holding.
Carson Wealth (CWM LLC) first reported a position in Oppenheimer Holdings in Q2 2022 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Oppenheimer Holdings position peaked at $12K in Q2 2022.
116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.