Polen Capital Management
OPY icon

Polen Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Polen Capital Management’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 		$2.83M Sell
26,834
-120
-0.4% -$12.2K 0.02% 99
2026
Q1 		$2.4M Buy
26,954
+10,611
+65% +$888K 0.02% 91
2025
Q4 		$1.18M Hold
16,343
– – 0.01% 120
2025
Q3 		$1.21M Sell
16,343
-1,639
-9% -$119K ﹤0.01% 126
2025
Q2 		$1.18M Buy
+17,982
New +$1.1M ﹤0.01% 133

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

Polen Capital Management's OPY Position: Q2 2026 in Review

Polen Capital Management reduced its Oppenheimer Holdings (OPY) stake by 0.45% in Q2 2026, selling an estimated $12.2K and leaving 26,834 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #99.

Polen Capital Management first reported a position in OPY in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Polen Capital Management held 26,834 shares of Oppenheimer Holdings worth $2.83M as of Q2 2026.
  • Polen Capital Management sold 120 Oppenheimer Holdings shares in Q2 2026, an estimated $12.2K.
  • Oppenheimer Holdings made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #99 holding.
  • Polen Capital Management first reported a position in Oppenheimer Holdings in Q2 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.