Creative Planning’s Oppenheimer Holdings OPY Stock Holding History

Creative Planning’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 Q3	$272K	Buy	+2,305	New	+$266K	﹤0.01%	3721

Other funds holding OPY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Missouri Trust & Investment Company Springfield, Missouri $371M AUM 14.01% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Creative Planning's OPY Position: Q3 2026 in Review

Creative Planning opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 2,305 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #3721 among its holdings.

29 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

Creative Planning held 2,305 shares of Oppenheimer Holdings worth $272K as of Q3 2026.
Oppenheimer Holdings was a new Creative Planning position in Q3 2026.
Oppenheimer Holdings made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3721 holding.
29 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.