McIlrath & Eck’s Oppenheimer Holdings OPY Stock Holding History

McIlrath & Eck’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 Q1	$98.2K	Hold	1,101	–	–	0.01%	384
2025 Q4	$79.6K	Buy	+1,101	New	+$76.7K	0.01%	275

Other funds holding OPY

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

McIlrath & Eck's OPY Position: Q1 2026 in Review

McIlrath & Eck held its Oppenheimer Holdings (OPY) position steady in Q1 2026 at 1,101 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #384.

McIlrath & Eck first reported a position in OPY in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

McIlrath & Eck held 1,101 shares of Oppenheimer Holdings worth $98.2K as of Q1 2026.
McIlrath & Eck left its Oppenheimer Holdings share count unchanged in Q1 2026.
Oppenheimer Holdings made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #384 holding.
McIlrath & Eck first reported a position in Oppenheimer Holdings in Q4 2025 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.