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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SignatureFD's OPY Position: Q2 2026 in Review

SignatureFD increased its Oppenheimer Holdings (OPY) stake by 27% in Q2 2026, buying an estimated $6.52K and bringing the position to 297 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

SignatureFD first reported a position in OPY in Q1 2021 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • SignatureFD held 297 shares of Oppenheimer Holdings worth $31.3K as of Q2 2026.
  • SignatureFD bought 64 Oppenheimer Holdings shares in Q2 2026, an estimated $6.52K.
  • Oppenheimer Holdings made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2129 holding.
  • SignatureFD first reported a position in Oppenheimer Holdings in Q1 2021 and has held it in 9 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.