Global Financial Private Client’s Oppenheimer Holdings OPY Stock Holding History

Global Financial Private Client’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	–	Sell	-750	Closed	-$44.7K	–	1179
2025 Q1	$44.7K	Hold	750	–	–	0.02%	339
2024 Q4	$48.1K	Hold	750	–	–	0.02%	325
2024 Q3	$38.4K	Hold	750	–	–	0.02%	342
2024 Q2	$35.9K	Hold	750	–	–	0.02%	330
2024 Q1	$29.4K	Hold	750	–	–	0.01%	355
2023 Q4	$31K	Hold	750	–	–	0.01%	342
2023 Q3	$27.8K	Hold	750	–	–	0.01%	340
2023 Q2	$30K	Hold	750	–	–	0.01%	341
2023 Q1	$28.9K	Hold	750	–	–	0.01%	342
2022 Q4	$31.7K	Hold	750	–	–	0.02%	318
2022 Q3	$23.1K	Hold	750	–	–	0.01%	343
2022 Q2	$25.3K	Hold	750	–	–	0.01%	325
2022 Q1	$32.3K	Hold	750	–	–	0.02%	310
2021 Q4	$34.8K	Buy	+750	New	+$37K	0.02%	300

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

Global Financial Private Client's OPY Position: Q2 2025 in Review

Global Financial Private Client sold out of Oppenheimer Holdings (OPY) in Q2 2025, closing a stake of 750 shares — an estimated $44.7K sold.

Global Financial Private Client first reported a position in OPY in Q4 2021 and held it in 14 quarters. The position peaked at $48.1K in Q4 2024. 98 funds tracked by Wall St. Rank hold OPY as of Q2 2025.

Global Financial Private Client reported no remaining Oppenheimer Holdings position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 750 Oppenheimer Holdings shares in Q2 2025, an estimated $44.7K.
Global Financial Private Client first reported a position in Oppenheimer Holdings in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Oppenheimer Holdings position peaked at $48.1K in Q4 2024.
98 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.