Corient Private Wealth
OPY icon

Corient Private Wealth’s Oppenheimer Holdings OPY Stock Holding History

Corient Private Wealth’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 		– Sell
-2,536
Closed -$226K – 3101
2026
Q1 		$226K Buy
+2,536
New +$212K ﹤0.01% 2489

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

Corient Private Wealth's OPY Position: Q2 2026 in Review

Corient Private Wealth sold out of Oppenheimer Holdings (OPY) in Q2 2026, closing a stake of 2,536 shares — an estimated $226K sold.

Corient Private Wealth first reported a position in OPY in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Corient Private Wealth reported no remaining Oppenheimer Holdings position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 2,536 Oppenheimer Holdings shares in Q2 2026, an estimated $226K.
  • Corient Private Wealth first reported a position in Oppenheimer Holdings in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's Oppenheimer Holdings position peaked at $226K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.