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Precision Wealth Strategies’s Oppenheimer Holdings OPY Stock Holding History

Precision Wealth Strategies’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 		$617K Buy
+5,844
New +$595K 0.19% 114

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

Precision Wealth Strategies's OPY Position: Q2 2026 in Review

Precision Wealth Strategies opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 5,844 shares worth $617K. The stake represents 0.19% of the portfolio and ranks #114 among its holdings.

120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Precision Wealth Strategies held 5,844 shares of Oppenheimer Holdings worth $617K as of Q2 2026.
  • Oppenheimer Holdings was a new Precision Wealth Strategies position in Q2 2026.
  • Oppenheimer Holdings made up 0.19% of Precision Wealth Strategies's portfolio in Q2 2026, its #114 holding.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.