JF
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JMN Financial’s Oppenheimer Holdings OPY Stock Holding History

JMN Financial’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 		$216K Buy
+2,046
New +$208K 0.17% 193

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

JMN Financial's OPY Position: Q2 2026 in Review

JMN Financial opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 2,046 shares worth $216K. The stake represents 0.17% of the portfolio and ranks #193 among its holdings.

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

  • JMN Financial held 2,046 shares of Oppenheimer Holdings worth $216K as of Q2 2026.
  • Oppenheimer Holdings was a new JMN Financial position in Q2 2026.
  • Oppenheimer Holdings made up 0.17% of JMN Financial's portfolio in Q2 2026, its #193 holding.
  • 111 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.