Neuberger Berman Group
OPY icon

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
Q2 		$2.92M Sell
27,630
-1,900
-6% -$193K ﹤0.01% 1181
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

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
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

Neuberger Berman Group's OPY Position: Q2 2026 in Review

Neuberger Berman Group reduced its Oppenheimer Holdings (OPY) stake by 6.4% in Q2 2026, selling an estimated $193K and leaving 27,630 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Neuberger Berman Group first reported a position in OPY in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Neuberger Berman Group held 27,630 shares of Oppenheimer Holdings worth $2.92M as of Q2 2026.
  • Neuberger Berman Group sold 1,900 Oppenheimer Holdings shares in Q2 2026, an estimated $193K.
  • Oppenheimer Holdings made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1181 holding.
  • Neuberger Berman Group first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 8 quarters since.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.