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Parallel Advisors’s Oppenheimer Holdings OPY Stock Holding History

Parallel 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 		$81.6K Sell
773
-3
-0.4% -$305 ﹤0.01% 1838
2026
Q1 		$69.2K Buy
776
+27
+4% +$2.26K ﹤0.01% 1810
2025
Q4 		$54.1K Hold
749
– – ﹤0.01% 1807
2025
Q3 		$55.4K Hold
749
– – ﹤0.01% 1731
2025
Q2 		$49.3K Buy
749
+2
+0.3% +$122 ﹤0.01% 1730
2025
Q1 		$44.5K Hold
747
– – ﹤0.01% 1705
2024
Q4 		$47.9K Hold
747
– – ﹤0.01% 1663
2024
Q3 		$38.2K Hold
747
– – ﹤0.01% 1769
2024
Q2 		$35.8K Buy
+747
New +$31.9K ﹤0.01% 1696
2022
Q4 		– Sell
-104
Closed -$3K – 3472
2022
Q3 		$3K Sell
104
-24
-19% -$840 ﹤0.01% 2510
2022
Q2 		$4K Sell
128
-888
-87% -$30.5K ﹤0.01% 2367
2022
Q1 		$45K Buy
1,016
+968
+2,017% +$42.4K ﹤0.01% 1336
2021
Q4 		$2K Buy
48
+13
+37% +$641 ﹤0.01% 2737
2021
Q3 		$2K Buy
+35
New +$1.57K ﹤0.01% 2711

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Parallel Advisors's OPY Position: Q2 2026 in Review

Parallel Advisors reduced its Oppenheimer Holdings (OPY) stake by 0.39% in Q2 2026, selling an estimated $305 and leaving 773 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Parallel Advisors first reported a position in OPY in Q3 2021 and has held it in 14 quarters since. 76 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Parallel Advisors held 773 shares of Oppenheimer Holdings worth $81.6K as of Q2 2026.
  • Parallel Advisors sold 3 Oppenheimer Holdings shares in Q2 2026, an estimated $305.
  • Oppenheimer Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1838 holding.
  • Parallel Advisors first reported a position in Oppenheimer Holdings in Q3 2021 and has held it in 14 quarters since.
  • 76 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.