Nisa Investment Advisors’s Oppenheimer Holdings OPY Stock Holding History

Nisa Investment Advisors’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	$47.6K	Buy	+451	New	+$45.9K	﹤0.01%	1874
2026 Q1	–	Sell	-1,200	Closed	-$88.8K	–	3102
2025 Q4	$88.8K	Buy	+1,200	New	+$83.5K	﹤0.01%	1476
2023 Q4	–	Sell	-4	Closed	-$153	–	2719
2023 Q3	$153	Hold	4	–	–	﹤0.01%	2699
2023 Q2	$161	Buy	+4	New	+$153	﹤0.01%	2731
2021 Q4	–	Sell	-4,000	Closed	-$181K	–	2299
2021 Q3	$181K	Hold	4,000	–	–	﹤0.01%	1441
2021 Q2	$203K	Sell	4,000 -1,700	-30%	-$82K	﹤0.01%	1402
2021 Q1	$228K	Hold	5,700	–	–	﹤0.01%	1441
2020 Q4	$179K	Buy	+5,700	New	+$161K	﹤0.01%	1517
2020 Q1	–	Sell	-550	Closed	-$15K	–	2117
2019 Q4	$15K	Buy	+550	New	+$15.3K	﹤0.01%	1749

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

Nisa Investment Advisors's OPY Position: Q2 2026 in Review

Nisa Investment Advisors opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 451 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #1874 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in OPY as recently as Q4 2025.

Nisa Investment Advisors first reported a position in OPY in Q4 2019 and has held it in 9 quarters since. The position peaked at $228K in Q1 2021. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

Nisa Investment Advisors held 451 shares of Oppenheimer Holdings worth $47.6K as of Q2 2026.
Oppenheimer Holdings was a new Nisa Investment Advisors position in Q2 2026.
Oppenheimer Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1874 holding.
Nisa Investment Advisors first reported a position in Oppenheimer Holdings in Q4 2019 and has held it in 9 quarters since.
Nisa Investment Advisors's Oppenheimer Holdings position peaked at $228K in Q1 2021.
122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.