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HRT Financial’s Oppenheimer Holdings OPY Stock Holding History

HRT Financial’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 		– Sell
-3,298
Closed -$294K – 5039
2026
Q1 		$294K Sell
3,298
-10,334
-76% -$865K ﹤0.01% 2895
2025
Q4 		$985K Buy
13,632
+2,583
+23% +$180K ﹤0.01% 1734
2025
Q3 		$816K Sell
11,049
-6,533
-37% -$474K ﹤0.01% 1629
2025
Q2 		$1.16M Buy
+17,582
New +$1.07M 0.01% 1199
2025
Q1 		– Sell
-8,684
Closed -$556K – 3152
2024
Q4 		$556K Sell
8,684
-8,828
-50% -$512K ﹤0.01% 1387
2024
Q3 		$895K Buy
+17,512
New +$894K ﹤0.01% 1295
2023
Q3 		– Sell
-18,171
Closed -$730K – 2902
2023
Q2 		$730K Buy
+18,171
New +$694K 0.01% 1144
2022
Q4 		– Sell
-17,653
Closed -$546K – 2953
2022
Q3 		$546K Buy
+17,653
New +$618K 0.01% 1376
2022
Q1 		– Sell
-15,033
Closed -$697K – 3647
2021
Q4 		$697K Buy
15,033
+9,130
+155% +$450K ﹤0.01% 1505
2021
Q3 		$267K Buy
+5,903
New +$265K ﹤0.01% 2496
2021
Q1 		– Sell
-22,088
Closed -$694K – 3031
2020
Q4 		$694K Buy
+22,088
New +$623K 0.01% 847

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

HRT Financial's OPY Position: Q2 2026 in Review

HRT Financial sold out of Oppenheimer Holdings (OPY) in Q2 2026, closing a stake of 3,298 shares — an estimated $294K sold.

HRT Financial first reported a position in OPY in Q4 2020 and held it in 11 quarters. The position peaked at $1.16M in Q2 2025. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • HRT Financial reported no remaining Oppenheimer Holdings position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 3,298 Oppenheimer Holdings shares in Q2 2026, an estimated $294K.
  • HRT Financial first reported a position in Oppenheimer Holdings in Q4 2020 and held it in 11 quarters.
  • HRT Financial's Oppenheimer Holdings position peaked at $1.16M in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.