DCM
OPY icon

DGS Capital Management’s Oppenheimer Holdings OPY Stock Holding History

DGS 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 		$328K Buy
3,681
+97
+3% +$8.12K 0.05% 363
2025
Q4 		$259K Sell
3,584
-248
-6% -$17.3K 0.04% 371
2025
Q3 		$283K Buy
3,832
+402
+12% +$29.1K 0.05% 295
2025
Q2 		$226K Buy
+3,430
New +$209K 0.05% 291
2023
Q2 		– Sell
-5,448
Closed -$213K – 253
2023
Q1 		$213K Sell
5,448
-940
-15% -$41.3K 0.12% 189
2022
Q4 		$270K Sell
6,388
-2,324
-27% -$85.6K 0.18% 156
2022
Q3 		$270K Sell
8,712
-812
-9% -$28.4K 0.18% 128
2022
Q2 		$315K Buy
9,524
+4,797
+101% +$165K 0.25% 98
2022
Q1 		$206K Buy
+4,727
New +$207K 0.13% 168

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