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Rothschild Investment LLC’s Oppenheimer Holdings OPY Stock Holding History

Rothschild Investment LLC’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 		$106 Buy
+1
New +$102 ﹤0.01% 3511

Other funds holding OPY

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $141M AUM

Rothschild Investment LLC's OPY Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Oppenheimer Holdings (OPY) in Q2 2026: 1 share worth $106. The stake represents ﹤0.01% of the portfolio and ranks #3511 among its holdings.

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

  • Rothschild Investment LLC held 1 share of Oppenheimer Holdings worth $106 as of Q2 2026.
  • Oppenheimer Holdings was a new Rothschild Investment LLC position in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3511 holding.
  • 25 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.