JY
OPY icon

Jeff Yass’s Oppenheimer Holdings OPY Stock Holding History

Jeff Yass’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 		$1.41M Buy
13,400
+10,900
+436% +$1.11M ﹤0.01% 7297
2026
Q1 		$223K Buy
+2,500
New +$209K ﹤0.01% 11484
2025
Q3 		– Sell
-14,300
Closed -$941K – 13484
2025
Q2 		$941K Buy
+14,300
New +$872K ﹤0.01% 7594
2025
Q1 		– Sell
-13,900
Closed -$891K – 13186
2024
Q4 		$891K Buy
13,900
+2,400
+21% +$139K ﹤0.01% 7257
2024
Q3 		$588K Buy
+11,500
New +$587K ﹤0.01% 8073
2024
Q1 		– Sell
-8,300
Closed -$343K – 13010
2023
Q4 		$343K Sell
8,300
-2,200
-21% -$84.2K ﹤0.01% 9541
2023
Q3 		$402K Buy
+10,500
New +$409K ﹤0.01% 8738
2022
Q1 		– Sell
-22,500
Closed -$1.04M – 13702
2021
Q4 		$1.04M Sell
22,500
-21,700
-49% -$1.07M ﹤0.01% 7182
2021
Q3 		$2M Buy
44,200
+20,600
+87% +$926K ﹤0.01% 5830
2021
Q2 		$1.2M Buy
+23,600
New +$1.14M ﹤0.01% 7251
2020
Q3 		– Sell
-19,400
Closed -$423K – 10975
2020
Q2 		$423K Buy
+19,400
New +$392K ﹤0.01% 7720
2020
Q1 		– Sell
-17,000
Closed -$467K – 10698
2019
Q4 		$467K Buy
17,000
+6,300
+59% +$176K ﹤0.01% 7119
2019
Q3 		$322K Sell
10,700
-3,200
-23% -$92K ﹤0.01% 8148
2019
Q2 		$378K Sell
13,900
-600
-4% -$15.6K ﹤0.01% 7849
2019
Q1 		$377K Buy
14,500
+2,700
+23% +$73.2K ﹤0.01% 6811
2018
Q4 		$301K Sell
11,800
-900
-7% -$25.8K ﹤0.01% 6992
2018
Q3 		$401K Sell
12,700
-32,400
-72% -$999K ﹤0.01% 6922
2018
Q2 		$1.26M Sell
45,100
-21,500
-32% -$599K ﹤0.01% 4863
2018
Q1 		$1.72M Buy
66,600
+50,600
+316% +$1.36M ﹤0.01% 4214
2017
Q4 		$429K Buy
16,000
+6,000
+60% +$141K ﹤0.01% 6914
2017
Q3 		$174K Sell
10,000
-21,100
-68% -$344K ﹤0.01% 8116
2017
Q2 		$510K Buy
31,100
+13,900
+81% +$229K ﹤0.01% 6606
2017
Q1 		$294K Buy
+17,200
New +$297K ﹤0.01% 7367

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

Jeff Yass's OPY Position: Q2 2026 in Review

Jeff Yass opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 2,719 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #11147 among its holdings. This is a return to the name: Jeff Yass previously reported a position in OPY as recently as Q4 2025.

Jeff Yass first reported a position in OPY in Q4 2014 and has held it in 29 quarters since. The position peaked at $2.54M in Q2 2023. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Jeff Yass held 2,719 shares of Oppenheimer Holdings worth $287K as of Q2 2026.
  • Oppenheimer Holdings was a new Jeff Yass position in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11147 holding.
  • Jeff Yass first reported a position in Oppenheimer Holdings in Q4 2014 and has held it in 29 quarters since.
  • Jeff Yass's Oppenheimer Holdings position peaked at $2.54M in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.