Essential Partners’s Oppenheimer Holdings OPY Stock Holding History

Essential Partners’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	$236	Buy	+2	New	+$231	﹤0.01%	2561

Other funds holding OPY

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Essential Partners's OPY Position: Q3 2026 in Review

Essential Partners opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 2 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #2561 among its holdings.

12 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

Essential Partners held 2 shares of Oppenheimer Holdings worth $236 as of Q3 2026.
Oppenheimer Holdings was a new Essential Partners position in Q3 2026.
Oppenheimer Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2561 holding.
12 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.