SignatureFD
OPY icon

SignatureFD’s Oppenheimer Holdings OPY Stock Holding History

SignatureFD’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
Q3 		$71.1K Buy
603
+306
+103% +$35.4K ﹤0.01% 1753
2026
Q2 		$31.3K Buy
297
+64
+27% +$6.52K ﹤0.01% 2129
2026
Q1 		$20.8K Buy
+233
New +$19.5K ﹤0.01% 2185
2022
Q4 		– Sell
-54
Closed -$2K – 3380
2022
Q3 		$2K Sell
54
-16
-23% -$560 ﹤0.01% 2820
2022
Q2 		$2K Buy
70
+51
+268% +$1.75K ﹤0.01% 2784
2022
Q1 		$1K Hold
19
– – ﹤0.01% 3035
2021
Q4 		$1K Hold
19
– – ﹤0.01% 2965
2021
Q3 		$1K Hold
19
– – ﹤0.01% 2879
2021
Q2 		$1K Hold
19
– – ﹤0.01% 2794
2021
Q1 		$1K Buy
+19
New +$704 ﹤0.01% 2656

Other funds holding OPY

NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

SignatureFD's OPY Position: Q3 2026 in Review

SignatureFD increased its Oppenheimer Holdings (OPY) stake by 103% in Q3 2026, buying an estimated $35.4K and bringing the position to 603 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

SignatureFD first reported a position in OPY in Q1 2021 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

  • SignatureFD held 603 shares of Oppenheimer Holdings worth $71.1K as of Q3 2026.
  • SignatureFD bought 306 Oppenheimer Holdings shares in Q3 2026, an estimated $35.4K.
  • Oppenheimer Holdings made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1753 holding.
  • SignatureFD first reported a position in Oppenheimer Holdings in Q1 2021 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.