Jones Financial Companies
OPY icon

Jones Financial Companies’s Oppenheimer Holdings OPY Stock Holding History

Jones Financial Companies’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 		$50.5K Buy
480
+49
+11% +$4.99K ﹤0.01% 3123
2026
Q1 		$37.7K Buy
+431
New +$36.1K ﹤0.01% 3055

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

Jones Financial Companies's OPY Position: Q2 2026 in Review

Jones Financial Companies increased its Oppenheimer Holdings (OPY) stake by 11% in Q2 2026, buying an estimated $4.99K and bringing the position to 480 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Jones Financial Companies first reported a position in OPY in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Jones Financial Companies held 480 shares of Oppenheimer Holdings worth $50.5K as of Q2 2026.
  • Jones Financial Companies bought 49 Oppenheimer Holdings shares in Q2 2026, an estimated $4.99K.
  • Oppenheimer Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3123 holding.
  • Jones Financial Companies first reported a position in Oppenheimer Holdings in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.