HighTower Advisors’s Oppenheimer Holdings OPY Stock Holding History

HighTower 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	$1.27M	Buy	+10,724	New	+$1.24M	﹤0.01%	2101

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

HighTower Advisors's OPY Position: Q3 2026 in Review

HighTower Advisors opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 10,724 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #2101 among its holdings.

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

HighTower Advisors held 10,724 shares of Oppenheimer Holdings worth $1.27M as of Q3 2026.
Oppenheimer Holdings was a new HighTower Advisors position in Q3 2026.
Oppenheimer Holdings made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2101 holding.
104 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.