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Ritholtz Wealth Management’s OP Bancorp OPBK Stock Holding History

Ritholtz Wealth Management’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,405
Closed -$138K – 1367
2026
Q1 		$138K Sell
10,405
-163
-2% -$2.24K ﹤0.01% 1160
2025
Q4 		$149K Sell
10,568
-647
-6% -$8.85K ﹤0.01% 1080
2025
Q3 		$156K Sell
11,215
-1,400
-11% -$19.4K ﹤0.01% 1003
2025
Q2 		$164K Sell
12,615
-18,833
-60% -$230K ﹤0.01% 934
2025
Q1 		$378K Sell
31,448
-8,240
-21% -$113K 0.01% 671
2024
Q4 		$627K Buy
39,688
+3,740
+10% +$57.4K 0.02% 500
2024
Q3 		$449K Buy
35,948
+11,934
+50% +$142K 0.01% 589
2024
Q2 		$230K Buy
24,014
+7,440
+45% +$71.2K 0.01% 727
2024
Q1 		$165K Buy
16,574
+4,190
+34% +$43.8K 0.01% 752
2023
Q4 		$136K Sell
12,384
-1,027
-8% -$9.43K 0.01% 717
2023
Q3 		$123K Buy
+13,411
New +$126K 0.01% 673

Other funds holding OPBK

DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Ritholtz Wealth Management's OPBK Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of OP Bancorp (OPBK) in Q2 2026, closing a stake of 10,405 shares — an estimated $138K sold.

Ritholtz Wealth Management first reported a position in OPBK in Q3 2023 and held it in 11 quarters. The position peaked at $627K in Q4 2024. 98 funds tracked by Wall St. Rank hold OPBK as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining OP Bancorp position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,405 OP Bancorp shares in Q2 2026, an estimated $138K.
  • Ritholtz Wealth Management first reported a position in OP Bancorp in Q3 2023 and held it in 11 quarters.
  • Ritholtz Wealth Management's OP Bancorp position peaked at $627K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held OP Bancorp as of Q2 2026.

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