Connor, Clark & Lunn Investment Management (CC&L)
OPY icon

Connor, Clark & Lunn Investment Management (CC&L)’s Oppenheimer Holdings OPY Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$2.08M Sell
19,745
-503
-2% -$51.2K ﹤0.01% 997
2026
Q1 		$1.81M Buy
20,248
+436
+2% +$36.5K ﹤0.01% 988
2025
Q4 		$1.43M Buy
19,812
+1,180
+6% +$82.1K ﹤0.01% 1021
2025
Q3 		$1.38M Buy
18,632
+4,747
+34% +$344K ﹤0.01% 964
2025
Q2 		$913K Sell
13,885
-2,393
-15% -$146K ﹤0.01% 1080
2025
Q1 		$971K Sell
16,278
-3,371
-17% -$218K ﹤0.01% 964
2024
Q4 		$1.26M Buy
19,649
+8,359
+74% +$484K 0.01% 858
2024
Q3 		$578K Sell
11,290
-3,226
-22% -$165K ﹤0.01% 1062
2024
Q2 		$695K Buy
+14,516
New +$620K ﹤0.01% 953
2023
Q1 		– Sell
-5,426
Closed -$230K – 1394
2022
Q4 		$230K Buy
+5,426
New +$200K ﹤0.01% 1031
2021
Q3 		– Sell
-4,447
Closed -$226K – 1172
2021
Q2 		$226K Sell
4,447
-1,555
-26% -$75K ﹤0.01% 898
2021
Q1 		$240K Buy
+6,002
New +$222K ﹤0.01% 902
2019
Q4 		– Sell
-7,725
Closed -$232K – 1047
2019
Q3 		$232K Sell
7,725
-75
-1% -$2.15K ﹤0.01% 837
2019
Q2 		$212K Buy
+7,800
New +$203K ﹤0.01% 888
2018
Q4 		– Sell
-8,300
Closed -$262K – 1019
2018
Q3 		$262K Buy
+8,300
New +$256K ﹤0.01% 807

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Connor, Clark & Lunn Investment Management (CC&L)'s OPY Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Oppenheimer Holdings (OPY) stake by 2.5% in Q2 2026, selling an estimated $51.2K and leaving 19,745 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OPY in Q3 2018 and has held it in 15 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 19,745 shares of Oppenheimer Holdings worth $2.08M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 503 Oppenheimer Holdings shares in Q2 2026, an estimated $51.2K.
  • Oppenheimer Holdings made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #997 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Oppenheimer Holdings in Q3 2018 and has held it in 15 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.