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EAM Investors’s Oppenheimer Holdings OPY Stock Holding History

EAM Investors’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
2025
Q2 		– Sell
-9,695
Closed -$578K – 321
2025
Q1 		$578K Sell
9,695
-7,148
-42% -$462K 0.1% 210
2024
Q4 		$1.08M Buy
+16,843
New +$976K 0.15% 171
2019
Q1 		– Sell
-22,791
Closed -$582K – 305
2018
Q4 		$582K Sell
22,791
-9,870
-30% -$283K 0.16% 232
2018
Q3 		$1.03M Buy
+32,661
New +$1.01M 0.15% 220

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EAM Investors's OPY Position: Q2 2025 in Review

EAM Investors sold out of Oppenheimer Holdings (OPY) in Q2 2025, closing a stake of 9,695 shares — an estimated $578K sold.

EAM Investors first reported a position in OPY in Q3 2018 and held it in 4 quarters. The position peaked at $1.08M in Q4 2024. 98 funds tracked by Wall St. Rank hold OPY as of Q2 2025.

  • EAM Investors reported no remaining Oppenheimer Holdings position as of Q2 2025 after selling out during the quarter.
  • EAM Investors sold 9,695 Oppenheimer Holdings shares in Q2 2025, an estimated $578K.
  • EAM Investors first reported a position in Oppenheimer Holdings in Q3 2018 and held it in 4 quarters.
  • EAM Investors's Oppenheimer Holdings position peaked at $1.08M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2025.

Based on EAM Investors's 13F filing for Q2 2025, filed 12 Aug 2025.