Neuberger Berman Group
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Neuberger Berman Group’s Oppenheimer Holdings OPY Stock Holding History

Neuberger Berman 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
Q1 		$2.63M Sell
29,530
-725
-2% -$60.7K ﹤0.01% 1105
2025
Q4 		$2.19M Buy
30,255
+100
+0.3% +$6.96K ﹤0.01% 1151
2025
Q3 		$2.23M Hold
30,155
– – ﹤0.01% 1136
2025
Q2 		$1.98M Sell
30,155
-2,000
-6% -$122K ﹤0.01% 1165
2025
Q1 		$1.92M Sell
32,155
-195
-0.6% -$12.6K ﹤0.01% 1154
2024
Q4 		$2.07M Buy
32,350
+21,700
+204% +$1.26M ﹤0.01% 1133
2024
Q3 		$545K Buy
+10,650
New +$543K ﹤0.01% 1489

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group's OPY Position: Q1 2026 in Review

Neuberger Berman Group reduced its Oppenheimer Holdings (OPY) stake by 2.4% in Q1 2026, selling an estimated $60.7K and leaving 29,530 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Neuberger Berman Group first reported a position in OPY in Q3 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • Neuberger Berman Group held 29,530 shares of Oppenheimer Holdings worth $2.63M as of Q1 2026.
  • Neuberger Berman Group sold 725 Oppenheimer Holdings shares in Q1 2026, an estimated $60.7K.
  • Oppenheimer Holdings made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1105 holding.
  • Neuberger Berman Group first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.