CCM
OPY icon

Corsair Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Corsair Capital Management’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 		$797K Hold
8,941
– – 0.12% 57
2025
Q4 		$646K Sell
8,941
-1,102
-11% -$76.7K 0.1% 73
2025
Q3 		$742K Buy
10,043
+1,100
+12% +$79.7K 0.12% 69
2025
Q2 		$588K Hold
8,943
– – 0.11% 69
2025
Q1 		$533K Hold
8,943
– – 0.13% 62
2024
Q4 		$573K Sell
8,943
-216
-2% -$12.5K 0.12% 62
2024
Q3 		$469K Hold
9,159
– – 0.11% 74
2024
Q2 		$439K Sell
9,159
-64
-0.7% -$2.73K 0.07% 65
2024
Q1 		$368K Sell
9,223
-125
-1% -$4.88K 0.1% 71
2023
Q4 		$386K Sell
9,348
-2,290
-20% -$87.6K 0.12% 60
2023
Q3 		$446K Buy
11,638
+5,638
+94% +$220K 0.15% 53
2023
Q2 		$241K Buy
+6,000
New +$229K 0.08% 78

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return