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
2024
Q3 		– Sell
-4,600
Closed -$220K – 12741
2024
Q2 		$220K Buy
+4,600
New +$196K ﹤0.01% 10142
2023
Q4 		– Sell
-14,900
Closed -$571K – 13040
2023
Q3 		$571K Buy
+14,900
New +$580K ﹤0.01% 7911
2023
Q1 		– Sell
-8,800
Closed -$373K – 13217
2022
Q4 		$373K Sell
8,800
-40,800
-82% -$1.5M ﹤0.01% 8582
2022
Q3 		$1.54M Buy
+49,600
New +$1.74M ﹤0.01% 5534
2022
Q1 		– Sell
-22,000
Closed -$1.02M – 13703
2021
Q4 		$1.02M Sell
22,000
-18,900
-46% -$932K ﹤0.01% 7240
2021
Q3 		$1.85M Buy
40,900
+18,200
+80% +$818K ﹤0.01% 6005
2021
Q2 		$1.15M Buy
22,700
+17,600
+345% +$849K ﹤0.01% 7365
2021
Q1 		$204K Buy
+5,100
New +$189K ﹤0.01% 11385
2020
Q3 		– Sell
-25,800
Closed -$562K – 10976
2020
Q2 		$562K Sell
25,800
-24,600
-49% -$498K ﹤0.01% 7126
2020
Q1 		$996K Buy
50,400
+30,100
+148% +$735K ﹤0.01% 5414
2019
Q4 		$558K Buy
20,300
+10,200
+101% +$284K ﹤0.01% 6769
2019
Q3 		$304K Sell
10,100
-6,400
-39% -$184K ﹤0.01% 8274
2019
Q2 		$449K Buy
+16,500
New +$429K ﹤0.01% 7489
2018
Q4 		– Sell
-8,500
Closed -$269K – 9684
2018
Q3 		$269K Sell
8,500
-800
-9% -$24.7K ﹤0.01% 7680
2018
Q2 		$260K Sell
9,300
-80,400
-90% -$2.24M ﹤0.01% 8129
2018
Q1 		$2.31M Buy
89,700
+37,700
+73% +$1.02M ﹤0.01% 3650
2017
Q4 		$1.39M Buy
+52,000
New +$1.22M ﹤0.01% 4590

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.