IFP Advisors
OPY icon

IFP Advisors’s Oppenheimer Holdings OPY Stock Holding History

IFP 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 		$10.9K Buy
+92
New +$10.6K ﹤0.01% 3335
2022
Q4 		– Sell
-15
Closed -$1K – 4765
2022
Q3 		$1K Buy
+15
New +$525 ﹤0.01% 4630

Other funds holding OPY

NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's OPY Position: Q3 2026 in Review

IFP Advisors opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 92 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #3335 among its holdings. This is a return to the name: IFP Advisors previously reported a position in OPY as recently as Q3 2022.

IFP Advisors first reported a position in OPY in Q3 2022 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

  • IFP Advisors held 92 shares of Oppenheimer Holdings worth $10.9K as of Q3 2026.
  • Oppenheimer Holdings was a new IFP Advisors position in Q3 2026.
  • Oppenheimer Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3335 holding.
  • IFP Advisors first reported a position in Oppenheimer Holdings in Q3 2022 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.