Macquarie Group
OPY icon

Macquarie Group’s Oppenheimer Holdings OPY Stock Holding History

Macquarie Group’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 		$36.2K Buy
+343
New +$34.9K ﹤0.01% 868
2018
Q3 		– Sell
-12,015
Closed -$336K – 2235
2018
Q2 		$336K Sell
12,015
-10,027
-45% -$279K ﹤0.01% 1493
2018
Q1 		$568K Buy
+22,042
New +$594K ﹤0.01% 1346

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

Macquarie Group's OPY Position: Q2 2026 in Review

Macquarie Group opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 343 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Macquarie Group previously reported a position in OPY as recently as Q2 2018.

Macquarie Group first reported a position in OPY in Q1 2018 and has held it in 3 quarters since. The position peaked at $568K in Q1 2018. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Macquarie Group held 343 shares of Oppenheimer Holdings worth $36.2K as of Q2 2026.
  • Oppenheimer Holdings was a new Macquarie Group position in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #868 holding.
  • Macquarie Group first reported a position in Oppenheimer Holdings in Q1 2018 and has held it in 3 quarters since.
  • Macquarie Group's Oppenheimer Holdings position peaked at $568K in Q1 2018.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.