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Empowered Funds’s Oppenheimer Holdings OPY Stock Holding History

Empowered Funds’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 		$5.23M Buy
49,554
+3,488
+8% +$355K 0.03% 690
2026
Q1 		$4.11M Buy
+46,066
New +$3.86M 0.03% 725
2025
Q4 		– Sell
-19,258
Closed -$1.42M – 1636
2025
Q3 		$1.42M Buy
19,258
+2,775
+17% +$201K 0.01% 1063
2025
Q2 		$1.08M Sell
16,483
-19,864
-55% -$1.21M 0.01% 1049
2025
Q1 		$2.17M Buy
36,347
+1,836
+5% +$119K 0.03% 705
2024
Q4 		$2.21M Buy
34,511
+1,620
+5% +$93.9K 0.03% 695
2024
Q3 		$1.68M Sell
32,891
-7,180
-18% -$366K 0.03% 730
2024
Q2 		$1.92M Buy
40,071
+2,880
+8% +$123K 0.03% 626
2024
Q1 		$1.48M Buy
37,191
+2,800
+8% +$109K 0.03% 709
2023
Q4 		$1.42M Buy
34,391
+3,072
+10% +$118K 0.04% 640
2023
Q3 		$1.2M Buy
31,319
+2,528
+9% +$98.4K 0.04% 607
2023
Q2 		$1.16M Buy
+28,791
New +$1.1M 0.04% 575

Other funds holding OPY

Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's OPY Position: Q2 2026 in Review

Empowered Funds increased its Oppenheimer Holdings (OPY) stake by 7.6% in Q2 2026, buying an estimated $355K and bringing the position to 49,554 shares worth $5.23M. The position accounts for 0.03% of the portfolio, ranked #690.

Empowered Funds first reported a position in OPY in Q2 2023 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Empowered Funds held 49,554 shares of Oppenheimer Holdings worth $5.23M as of Q2 2026.
  • Empowered Funds bought 3,488 Oppenheimer Holdings shares in Q2 2026, an estimated $355K.
  • Oppenheimer Holdings made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #690 holding.
  • Empowered Funds first reported a position in Oppenheimer Holdings in Q2 2023 and has held it in 12 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.