II
OPY icon

Inspire Investing’s Oppenheimer Holdings OPY Stock Holding History

Inspire 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
Q2 		$683K Buy
6,473
+705
+12% +$71.8K 0.03% 625
2026
Q1 		$514K Sell
5,768
-739
-11% -$61.9K 0.03% 671
2025
Q4 		$470K Buy
6,507
+385
+6% +$26.8K 0.04% 396
2025
Q3 		$452K Buy
6,122
+157
+3% +$11.4K 0.04% 650
2025
Q2 		$392K Buy
5,965
+145
+2% +$8.85K 0.04% 415
2025
Q1 		$347K Sell
5,820
-361
-6% -$23.3K 0.04% 364
2024
Q4 		$396K Sell
6,181
-1,921
-24% -$111K 0.04% 740
2024
Q3 		$414K Buy
+8,102
New +$413K 0.04% 426

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

Inspire Investing's OPY Position: Q2 2026 in Review

Inspire Investing increased its Oppenheimer Holdings (OPY) stake by 12% in Q2 2026, buying an estimated $71.8K and bringing the position to 6,473 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #625.

Inspire Investing first reported a position in OPY in Q3 2024 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Inspire Investing held 6,473 shares of Oppenheimer Holdings worth $683K as of Q2 2026.
  • Inspire Investing bought 705 Oppenheimer Holdings shares in Q2 2026, an estimated $71.8K.
  • Oppenheimer Holdings made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #625 holding.
  • Inspire Investing first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 8 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.