EC
OPY icon

EJF Capital’s Oppenheimer Holdings OPY Stock Holding History

EJF Capital’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 		$1.78M Hold
20,000
– – 1.26% 40
2025
Q4 		$1.45M Hold
20,000
– – 0.82% 48
2025
Q3 		$1.48M Sell
20,000
-20,000
-50% -$1.45M 0.86% 48
2025
Q2 		$2.63M Hold
40,000
– – 2.09% 18
2025
Q1 		$2.39M Hold
40,000
– – 1.51% 30
2024
Q4 		$2.56M Hold
40,000
– – 1.76% 23
2024
Q3 		$2.05M Hold
40,000
– – 1.36% 33
2024
Q2 		$1.92M Hold
40,000
– – 1.42% 28
2024
Q1 		$1.6M Buy
40,000
+4,400
+12% +$172K 1.11% 37
2023
Q4 		$1.47M Buy
35,600
+1,160
+3% +$44.4K 0.77% 47
2023
Q3 		$1.32M Buy
34,440
+10,440
+44% +$406K 0.58% 41
2023
Q2 		$964K Buy
+24,000
New +$917K 0.44% 51

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