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 Q2	$6.33K	Hold	60	–	–	﹤0.01%	908
2026 Q1	$5.35K	Buy	+60	New	+$5.02K	﹤0.01%	930

Other funds holding OPY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eastern Bank's OPY Position: Q2 2026 in Review

Eastern Bank held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 60 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Eastern Bank first reported a position in OPY in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Eastern Bank held 60 shares of Oppenheimer Holdings worth $6.33K as of Q2 2026.
Eastern Bank left its Oppenheimer Holdings share count unchanged in Q2 2026.
Oppenheimer Holdings made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #908 holding.
Eastern Bank first reported a position in Oppenheimer Holdings in Q1 2026 and has held it in 2 quarters since.
120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.