Michael Gelband’s Oppenheimer Holdings OPY Stock Holding History

Michael Gelband’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	$563K	Buy	5,334 +2,632	+97%	+$268K	﹤0.01%	1211
2026 Q1	$241K	Buy	+2,702	New	+$226K	﹤0.01%	1354
2025 Q4	–	Sell	-2,870	Closed	-$212K	–	1933
2025 Q3	$212K	Buy	+2,870	New	+$208K	﹤0.01%	1377
2025 Q2	–	Sell	-4,154	Closed	-$248K	–	1849
2025 Q1	$248K	Buy	+4,154	New	+$269K	﹤0.01%	1267
2024 Q4	–	Sell	-6,717	Closed	-$344K	–	1905
2024 Q3	$344K	Buy	+6,717	New	+$343K	﹤0.01%	1321
2023 Q3	–	Sell	-8,909	Closed	-$358K	–	2015
2023 Q2	$358K	Buy	+8,909	New	+$340K	﹤0.01%	1473
2022 Q2	–	Sell	-15,338	Closed	-$668K	–	2304
2022 Q1	$668K	Sell	15,338 -7,076	-32%	-$310K	0.01%	1372
2021 Q4	$1.04M	Buy	22,414 +14,989	+202%	+$739K	0.01%	1051
2021 Q3	$336K	Buy	+7,425	New	+$334K	﹤0.01%	1571

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

Michael Gelband's OPY Position: Q2 2026 in Review

Michael Gelband increased its Oppenheimer Holdings (OPY) stake by 97% in Q2 2026, buying an estimated $268K and bringing the position to 5,334 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Michael Gelband first reported a position in OPY in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2021. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Michael Gelband held 5,334 shares of Oppenheimer Holdings worth $563K as of Q2 2026.
Michael Gelband bought 2,632 Oppenheimer Holdings shares in Q2 2026, an estimated $268K.
Oppenheimer Holdings made up ﹤0.01% of Michael Gelband's portfolio in Q2 2026, its #1211 holding.
Michael Gelband first reported a position in Oppenheimer Holdings in Q3 2021 and has held it in 9 quarters since.
Michael Gelband's Oppenheimer Holdings position peaked at $1.04M in Q4 2021.
120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

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