LIP
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Lighthouse Investment Partners’s Oppenheimer Holdings OPY Stock Holding History

Lighthouse Investment Partners’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 		$303K Buy
+2,869
New +$292K 0.01% 617

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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

Lighthouse Investment Partners's OPY Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 2,869 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings.

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

  • Lighthouse Investment Partners held 2,869 shares of Oppenheimer Holdings worth $303K as of Q2 2026.
  • Oppenheimer Holdings was a new Lighthouse Investment Partners position in Q2 2026.
  • Oppenheimer Holdings made up 0.01% of Lighthouse Investment Partners's portfolio in Q2 2026, its #617 holding.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.