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GAMMA Investing’s Oppenheimer Holdings OPY Stock Holding History

GAMMA Investing’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
Q1 		– Sell
-15
Closed -$1.08K – 4202
2025
Q4 		$1.08K Sell
15
-10
-40% -$696 ﹤0.01% 3767
2025
Q3 		$1.85K Sell
25
-6
-19% -$435 ﹤0.01% 3467
2025
Q2 		$2.04K Sell
31
-13
-30% -$793 ﹤0.01% 3397
2025
Q1 		$2.62K Buy
44
+13
+42% +$841 ﹤0.01% 3329
2024
Q4 		$1.99K Hold
31
– – ﹤0.01% 3225
2024
Q3 		$1.59K Buy
+31
New +$1.58K ﹤0.01% 3136
2024
Q1 		– Sell
-8
Closed -$299 – 3356
2023
Q4 		$299 Buy
+8
New +$306 ﹤0.01% 3057

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GAMMA Investing's OPY Position: Q1 2026 in Review

GAMMA Investing sold out of Oppenheimer Holdings (OPY) in Q1 2026, closing a stake of 15 shares — an estimated $1.08K sold.

GAMMA Investing first reported a position in OPY in Q4 2023 and held it in 7 quarters. The position peaked at $2.62K in Q1 2025. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • GAMMA Investing reported no remaining Oppenheimer Holdings position as of Q1 2026 after selling out during the quarter.
  • GAMMA Investing sold 15 Oppenheimer Holdings shares in Q1 2026, an estimated $1.08K.
  • GAMMA Investing first reported a position in Oppenheimer Holdings in Q4 2023 and held it in 7 quarters.
  • GAMMA Investing's Oppenheimer Holdings position peaked at $2.62K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.