SEI Investments
OPY icon

SEI Investments’s Oppenheimer Holdings OPY Stock Holding History

SEI Investments’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
Q1 		$1.12M Buy
12,532
+4,593
+58% +$384K ﹤0.01% 2310
2025
Q4 		$574K Buy
+7,939
New +$553K ﹤0.01% 2446
2020
Q4 		– Sell
-9,338
Closed -$208K – 2515
2020
Q3 		$208K Buy
+9,338
New +$217K ﹤0.01% 2230
2020
Q1 		– Sell
-8,138
Closed -$224K – 2413
2019
Q4 		$224K Sell
8,138
-3,600
-31% -$100K ﹤0.01% 2250
2019
Q3 		$353K Sell
11,738
-8,191
-41% -$235K ﹤0.01% 2053
2019
Q2 		$542K Sell
19,929
-4,540
-19% -$118K ﹤0.01% 1841
2019
Q1 		$637K Buy
24,469
+8,351
+52% +$226K ﹤0.01% 1764
2018
Q4 		$509K Hold
16,118
– – ﹤0.01% 1751
2018
Q3 		$509K Buy
+16,118
New +$497K ﹤0.01% 1659

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return