SG Americas Securities
OPY icon

SG Americas Securities’s Oppenheimer Holdings OPY Stock Holding History

SG Americas Securities’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
2025
Q4 		– Sell
-2,507
Closed -$185K – 3716
2025
Q3 		$185K Buy
+2,507
New +$182K ﹤0.01% 2794
2021
Q4 		– Sell
-6,301
Closed -$285K – 3694
2021
Q3 		$285K Buy
+6,301
New +$283K ﹤0.01% 2988
2020
Q3 		– Sell
-5,899
Closed -$129K – 3239
2020
Q2 		$129K Buy
+5,899
New +$119K ﹤0.01% 3197
2020
Q1 		– Sell
-4,684
Closed -$129K – 3623
2019
Q4 		$129K Buy
+4,684
New +$131K ﹤0.01% 2801
2019
Q2 		– Sell
-6,555
Closed -$171K – 3322
2019
Q1 		$171K Buy
+6,555
New +$178K ﹤0.01% 2677
2018
Q1 		– Sell
-7,553
Closed -$202K – 3463
2017
Q4 		$202K Buy
+7,553
New +$178K ﹤0.01% 2426

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SG Americas Securities's OPY Position: Q4 2025 in Review

SG Americas Securities sold out of Oppenheimer Holdings (OPY) in Q4 2025, closing a stake of 2,507 shares — an estimated $185K sold.

SG Americas Securities first reported a position in OPY in Q4 2017 and held it in 6 quarters. The position peaked at $285K in Q3 2021. 109 funds tracked by Wall St. Rank hold OPY as of Q4 2025.

  • SG Americas Securities reported no remaining Oppenheimer Holdings position as of Q4 2025 after selling out during the quarter.
  • SG Americas Securities sold 2,507 Oppenheimer Holdings shares in Q4 2025, an estimated $185K.
  • SG Americas Securities first reported a position in Oppenheimer Holdings in Q4 2017 and held it in 6 quarters.
  • SG Americas Securities's Oppenheimer Holdings position peaked at $285K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2025.

Based on SG Americas Securities's 13F filing for Q4 2025, filed 9 Jan 2026.