PCM
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Prelude Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Prelude 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 		$942K Buy
8,921
+921
+12% +$93.8K 0.07% 324
2026
Q1 		$714K Hold
8,000
– – 0.05% 391
2025
Q4 		$578K Hold
8,000
– – 0.04% 477
2025
Q3 		$591K Sell
8,000
-8,000
-50% -$580K 0.05% 453
2025
Q2 		$1.05M Hold
16,000
– – 0.1% 248
2025
Q1 		$954K Hold
16,000
– – 0.07% 318
2024
Q4 		$1.03M Hold
16,000
– – 0.06% 370
2024
Q3 		$819K Hold
16,000
– – 0.05% 437
2024
Q2 		$767K Hold
16,000
– – 0.05% 372
2024
Q1 		$639K Buy
16,000
+4,400
+38% +$172K 0.03% 527
2023
Q4 		$479K Buy
11,600
+2,443
+27% +$93.5K 0.03% 542
2023
Q3 		$351K Buy
+9,157
New +$357K 0.02% 598
2015
Q4 		– Sell
-2,600
Closed -$52K – 1624
2015
Q3 		$52K Buy
+2,600
New +$56.6K 0.01% 1050
2014
Q3 		– Sell
-700
Closed -$17K – 2055
2014
Q2 		$17K Buy
+700
New +$17.2K ﹤0.01% 1751

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

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

Prelude Capital Management increased its Oppenheimer Holdings (OPY) stake by 12% in Q2 2026, buying an estimated $93.8K and bringing the position to 8,921 shares worth $942K. The position accounts for 0.07% of the portfolio, ranked #324.

Prelude Capital Management first reported a position in OPY in Q2 2014 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2025. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Prelude Capital Management held 8,921 shares of Oppenheimer Holdings worth $942K as of Q2 2026.
  • Prelude Capital Management bought 921 Oppenheimer Holdings shares in Q2 2026, an estimated $93.8K.
  • Oppenheimer Holdings made up 0.07% of Prelude Capital Management's portfolio in Q2 2026, its #324 holding.
  • Prelude Capital Management first reported a position in Oppenheimer Holdings in Q2 2014 and has held it in 14 quarters since.
  • Prelude Capital Management's Oppenheimer Holdings position peaked at $1.05M in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.