First Horizon Advisors’s Oppenheimer Holdings OPY Stock Holding History

First Horizon 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
2025 Q2	$1.51K	Hold	23	–	–	﹤0.01%	2094
2025 Q1	$1.37K	Hold	23	–	–	﹤0.01%	2073
2024 Q4	$1.47K	Hold	23	–	–	﹤0.01%	2051
2024 Q3	$1.18K	Sell	23 -14	-38%	-$714	﹤0.01%	2109
2024 Q2	$1.77K	Hold	37	–	–	﹤0.01%	2007
2024 Q1	$1.48K	Hold	37	–	–	﹤0.01%	2096
2023 Q4	$1.53K	Buy	37 +15	+68%	+$574	﹤0.01%	2103
2023 Q3	$842	Hold	22	–	–	﹤0.01%	2244
2023 Q2	$883	Buy	+22	New	+$840	﹤0.01%	2294
2023 Q1	–	Sell	-16	Closed	-$677	–	2521
2022 Q4	$677	Sell	16 -66	-80%	-$2.43K	﹤0.01%	2337
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	2021
2022 Q2	$2K	Buy	+82	New	+$2.82K	﹤0.01%	2107
2022 Q1	–	Sell	-64	Closed	-$2K	–	2127
2021 Q4	$2K	Buy	+64	New	+$3.15K	﹤0.01%	1994
2020 Q3	–	Sell	-36	Closed	–	–	1503
2020 Q2	$0	Hold	36	–	–	﹤0.01%	1450
2020 Q1	$0	Hold	36	–	–	﹤0.01%	1515
2019 Q4	$0	Buy	36 +19	+112%	+$530	﹤0.01%	1569
2019 Q3	$0	Buy	+17	New	+$488	﹤0.01%	1608
2019 Q2	–	Sell	-43	Closed	-$1K	–	1611
2019 Q1	$1K	Buy	+43	New	+$1.17K	﹤0.01%	1504

Other funds holding OPY

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Horizon Advisors's OPY Position: Q2 2025 in Review

First Horizon Advisors held its Oppenheimer Holdings (OPY) position steady in Q2 2025 at 23 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

First Horizon Advisors first reported a position in OPY in Q1 2019 and has held it in 18 quarters since. The position peaked at $2K in Q3 2022. 98 funds tracked by Wall St. Rank hold OPY as of Q2 2025.

First Horizon Advisors held 23 shares of Oppenheimer Holdings worth $1.51K as of Q2 2025.
First Horizon Advisors left its Oppenheimer Holdings share count unchanged in Q2 2025.
Oppenheimer Holdings made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2094 holding.
First Horizon Advisors first reported a position in Oppenheimer Holdings in Q1 2019 and has held it in 18 quarters since.
First Horizon Advisors's Oppenheimer Holdings position peaked at $2K in Q3 2022.
98 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.