Engineers Gate Manager’s Oppenheimer Holdings OPY Stock Holding History

Engineers Gate Manager’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	$1.06M	Buy	10,026 +6,776	+208%	+$690K	0.01%	1045
2026 Q1	$290K	Buy	+3,250	New	+$272K	﹤0.01%	1723
2025 Q4	–	Sell	-3,567	Closed	-$264K	–	2421
2025 Q3	$264K	Buy	+3,567	New	+$259K	﹤0.01%	1800
2020 Q4	–	Sell	-14,202	Closed	-$317K	–	1903
2020 Q3	$317K	Buy	+14,202	New	+$330K	0.01%	1211
2020 Q2	–	Sell	-10,002	Closed	-$198K	–	1909
2020 Q1	$198K	Sell	10,002 -1,048	-9%	-$25.6K	0.01%	1267
2019 Q4	$304K	Buy	11,050 +1,156	+12%	+$32.2K	0.01%	1255
2019 Q3	$297K	Buy	+9,894	New	+$284K	0.02%	1011

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

Engineers Gate Manager's OPY Position: Q2 2026 in Review

Engineers Gate Manager increased its Oppenheimer Holdings (OPY) stake by 208% in Q2 2026, buying an estimated $690K and bringing the position to 10,026 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1045.

Engineers Gate Manager first reported a position in OPY in Q3 2019 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Engineers Gate Manager held 10,026 shares of Oppenheimer Holdings worth $1.06M as of Q2 2026.
Engineers Gate Manager bought 6,776 Oppenheimer Holdings shares in Q2 2026, an estimated $690K.
Oppenheimer Holdings made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1045 holding.
Engineers Gate Manager first reported a position in Oppenheimer Holdings in Q3 2019 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.