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Clearstead Advisors’s Oppenheimer Holdings OPY Stock Holding History

Clearstead Advisors’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 		$5.49K Buy
+52
New +$5.29K ﹤0.01% 2164
2026
Q1 		– Sell
-629
Closed -$45.5K – 2680
2025
Q4 		$45.5K Buy
629
+415
+194% +$28.9K ﹤0.01% 1445
2025
Q3 		$15.8K Hold
214
– – ﹤0.01% 1746
2025
Q2 		$14.1K Buy
+214
New +$13.1K ﹤0.01% 1763

Other funds holding OPY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's OPY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 52 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OPY as recently as Q4 2025.

Clearstead Advisors first reported a position in OPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.5K in Q4 2025. 37 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Clearstead Advisors held 52 shares of Oppenheimer Holdings worth $5.49K as of Q2 2026.
  • Oppenheimer Holdings was a new Clearstead Advisors position in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2164 holding.
  • Clearstead Advisors first reported a position in Oppenheimer Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Oppenheimer Holdings position peaked at $45.5K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.