FFA
OPY icon

Farther Finance Advisors’s Oppenheimer Holdings OPY Stock Holding History

Farther Finance 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
Q2 		$3.86K Buy
37
+29
+363% +$2.95K ﹤0.01% 4922
2026
Q1 		$717 Buy
+8
New +$670 ﹤0.01% 5193
2025
Q4 		– Sell
-5
Closed -$370 – 5557
2025
Q3 		$370 Buy
+5
New +$362 ﹤0.01% 4612

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

Farther Finance Advisors's OPY Position: Q2 2026 in Review

Farther Finance Advisors increased its Oppenheimer Holdings (OPY) stake by 363% in Q2 2026, buying an estimated $2.95K and bringing the position to 37 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

Farther Finance Advisors first reported a position in OPY in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Farther Finance Advisors held 37 shares of Oppenheimer Holdings worth $3.86K as of Q2 2026.
  • Farther Finance Advisors bought 29 Oppenheimer Holdings shares in Q2 2026, an estimated $2.95K.
  • Oppenheimer Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4922 holding.
  • Farther Finance Advisors first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.