Eastern Bank
OPY icon

Eastern Bank’s Oppenheimer Holdings OPY Stock Holding History

Eastern Bank’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 		$7.08K Hold
60
– – ﹤0.01% 957
2026
Q2 		$6.33K Hold
60
– – ﹤0.01% 908
2026
Q1 		$5.35K Buy
+60
New +$5.02K ﹤0.01% 930

Other funds holding OPY

NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Eastern Bank's OPY Position: Q3 2026 in Review

Eastern Bank held its Oppenheimer Holdings (OPY) position steady in Q3 2026 at 60 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Eastern Bank first reported a position in OPY in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

  • Eastern Bank held 60 shares of Oppenheimer Holdings worth $7.08K as of Q3 2026.
  • Eastern Bank left its Oppenheimer Holdings share count unchanged in Q3 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #957 holding.
  • Eastern Bank first reported a position in Oppenheimer Holdings in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.