EverSource Wealth Advisors’s Oppenheimer Holdings OPY Stock Holding History

EverSource Wealth Advisors’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	$826	Buy	+7	New	+$809	﹤0.01%	4037

Other funds holding OPY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Arbiter Partners Capital Management New York $235M AUM 94.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

EverSource Wealth Advisors's OPY Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 7 shares worth $826. The stake represents ﹤0.01% of the portfolio and ranks #4037 among its holdings.

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

EverSource Wealth Advisors held 7 shares of Oppenheimer Holdings worth $826 as of Q3 2026.
Oppenheimer Holdings was a new EverSource Wealth Advisors position in Q3 2026.
Oppenheimer Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4037 holding.
80 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.