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Integrated Wealth Concepts’s Oppenheimer Holdings OPY Stock Holding History

Integrated Wealth Concepts’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 		$739 Buy
+7
New +$713 ﹤0.01% 5593

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

Integrated Wealth Concepts's OPY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 7 shares worth $739. The stake represents ﹤0.01% of the portfolio and ranks #5593 among its holdings.

120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Integrated Wealth Concepts held 7 shares of Oppenheimer Holdings worth $739 as of Q2 2026.
  • Oppenheimer Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5593 holding.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.