Lazard Asset Management’s Oppenheimer Holdings OPY Stock Holding History

Lazard Asset Management’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	$2.21M	Buy	20,927 +3,101	+17%	+$316K	﹤0.01%	937
2026 Q1	$1.59M	Buy	+17,826	New	+$1.49M	﹤0.01%	1014
2023 Q4	–	Sell	-936	Closed	-$35K	–	2399
2023 Q3	$35K	Hold	936	–	–	﹤0.01%	1955
2023 Q2	$37K	Buy	+936	New	+$35.8K	﹤0.01%	1927
2022 Q3	–	Sell	-1,329	Closed	-$43K	–	2489
2022 Q2	$43K	Sell	1,329 -119	-8%	-$4.09K	﹤0.01%	1885
2022 Q1	$63K	Hold	1,448	–	–	﹤0.01%	1625
2021 Q4	$67K	Buy	1,448 +141	+11%	+$6.95K	﹤0.01%	1611
2021 Q3	$59K	Sell	1,307 -85	-6%	-$3.82K	﹤0.01%	1604
2021 Q2	$70K	Buy	1,392 +487	+54%	+$23.5K	﹤0.01%	1466
2021 Q1	$36K	Hold	905	–	–	﹤0.01%	1589
2020 Q4	$28K	Buy	+905	New	+$25.5K	﹤0.01%	1601
2020 Q2	–	Sell	-1,216	Closed	-$24K	–	1744
2020 Q1	$24K	Buy	+1,216	New	+$29.7K	﹤0.01%	1397
2019 Q4	–	Sell	-531	Closed	-$15K	–	1632
2019 Q3	$15K	Buy	+531	New	+$15.3K	﹤0.01%	1152

Other funds holding OPY

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management's OPY Position: Q2 2026 in Review

Lazard Asset Management increased its Oppenheimer Holdings (OPY) stake by 17% in Q2 2026, buying an estimated $316K and bringing the position to 20,927 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Lazard Asset Management first reported a position in OPY in Q3 2019 and has held it in 13 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Lazard Asset Management held 20,927 shares of Oppenheimer Holdings worth $2.21M as of Q2 2026.
Lazard Asset Management bought 3,101 Oppenheimer Holdings shares in Q2 2026, an estimated $316K.
Oppenheimer Holdings made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #937 holding.
Lazard Asset Management first reported a position in Oppenheimer Holdings in Q3 2019 and has held it in 13 quarters since.
120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.