Citadel Advisors’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78M | Sell |
20,013
-1,134
| -5% | -$94.9K | ﹤0.01% | 6322 |
|
|
2025
Q4 | $1.53M | Sell |
21,147
-11,466
| -35% | -$798K | ﹤0.01% | 6462 |
|
|
2025
Q3 | $2.41M | Buy |
32,613
+1,691
| +5% | +$123K | ﹤0.01% | 5685 |
|
|
2025
Q2 | $2.03M | Buy |
30,922
+18,704
| +153% | +$1.14M | ﹤0.01% | 5670 |
|
|
2025
Q1 | $729K | Buy |
12,218
+5,472
| +81% | +$354K | ﹤0.01% | 7659 |
|
|
2024
Q4 | $432K | Sell |
6,746
-20,388
| -75% | -$1.18M | ﹤0.01% | 8884 |
|
|
2024
Q3 | $1.39M | Buy |
27,134
+19,037
| +235% | +$971K | ﹤0.01% | 6206 |
|
|
2024
Q2 | $388K | Sell |
8,097
-5,832
| -42% | -$249K | ﹤0.01% | 8583 |
|
|
2024
Q1 | $556K | Sell |
13,929
-24,392
| -64% | -$951K | ﹤0.01% | 8142 |
|
|
2023
Q4 | $1.58M | Buy |
38,321
+27,334
| +249% | +$1.05M | ﹤0.01% | 5787 |
|
|
2023
Q3 | $421K | Sell |
10,987
-36,499
| -77% | -$1.42M | ﹤0.01% | 8443 |
|
|
2023
Q2 | $1.91M | Sell |
47,486
-18,323
| -28% | -$700K | ﹤0.01% | 5229 |
|
|
2023
Q1 | $2.58M | Buy |
65,809
+48,171
| +273% | +$2.12M | ﹤0.01% | 4901 |
|
|
2022
Q4 | $747K | Sell |
17,638
-35,567
| -67% | -$1.31M | ﹤0.01% | 7407 |
|
|
2022
Q3 | $1.65M | Buy |
+53,205
| New | +$1.86M | ﹤0.01% | 5963 |
|
|
2022
Q2 | – | Sell |
-28,277
| Closed | -$971K | – | 13757 |
|
|
2022
Q1 | $1.23M | Buy |
28,277
+5,292
| +23% | +$232K | ﹤0.01% | 7225 |
|
|
2021
Q4 | $1.07M | Sell |
22,985
-19,229
| -46% | -$948K | ﹤0.01% | 7795 |
|
|
2021
Q3 | $1.91M | Sell |
42,214
-10,165
| -19% | -$457K | ﹤0.01% | 6474 |
|
|
2021
Q2 | $2.66M | Sell |
52,379
-2,894
| -5% | -$140K | ﹤0.01% | 5897 |
|
|
2021
Q1 | $2.21M | Buy |
55,273
+1,906
| +4% | +$70.6K | ﹤0.01% | 6148 |
|
|
2020
Q4 | $1.68M | Buy |
53,367
+37,620
| +239% | +$1.06M | ﹤0.01% | 5739 |
|
|
2020
Q3 | $351K | Buy |
15,747
+3,676
| +30% | +$85.3K | ﹤0.01% | 7881 |
|
|
2020
Q2 | $263K | Sell |
12,071
-10,818
| -47% | -$219K | ﹤0.01% | 8123 |
|
|
2020
Q1 | $452K | Sell |
22,889
-4,941
| -18% | -$121K | ﹤0.01% | 6625 |
|
|
2019
Q4 | $765K | Buy |
27,830
+13,339
| +92% | +$372K | ﹤0.01% | 6086 |
|
|
2019
Q3 | $436K | Sell |
14,491
-239
| -2% | -$6.87K | ﹤0.01% | 6969 |
|
|
2019
Q2 | $401K | Buy |
+14,730
| New | +$383K | ﹤0.01% | 7143 |
|
|
2019
Q1 | – | Sell |
-14,357
| Closed | -$367K | – | 9704 |
|
|
2018
Q4 | $367K | Sell |
14,357
-5,823
| -29% | -$167K | ﹤0.01% | 6917 |
|
|
2018
Q3 | $638K | Buy |
20,180
+8,459
| +72% | +$261K | ﹤0.01% | 6310 |
|
|
2018
Q2 | $329K | Buy |
+11,721
| New | +$327K | ﹤0.01% | 7060 |
|
Other funds holding OPY
JCP
VCM
RA
RC
GWM
Citadel Advisors's OPY Position: Q1 2026 in Review
Citadel Advisors reduced its Oppenheimer Holdings (OPY) stake by 5.4% in Q1 2026, selling an estimated $94.9K and leaving 20,013 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #6322.
Citadel Advisors first reported a position in OPY in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.66M in Q2 2021. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.
- Citadel Advisors held 20,013 shares of Oppenheimer Holdings worth $1.78M as of Q1 2026.
- Citadel Advisors sold 1,134 Oppenheimer Holdings shares in Q1 2026, an estimated $94.9K.
- Oppenheimer Holdings made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6322 holding.
- Citadel Advisors first reported a position in Oppenheimer Holdings in Q2 2018 and has held it in 30 quarters since.
- Citadel Advisors's Oppenheimer Holdings position peaked at $2.66M in Q2 2021.
- 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.