Simplex Trading
OPY icon

Simplex Trading’s Oppenheimer Holdings OPY Stock Holding History

Simplex Trading’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
-500
Closed -$36K – 9654
2025
Q3 		$36K Hold
500
– – ﹤0.01% 6778
2025
Q2 		$32K Buy
+500
New +$30.5K ﹤0.01% 6344
2022
Q4 		– Sell
-8,200
Closed -$254K – 10075
2022
Q3 		$254K Buy
+8,200
New +$287K ﹤0.01% 4295
2022
Q2 		– Sell
-100
Closed -$4K – 10764
2022
Q1 		$4K Sell
100
-100
-50% -$4.38K ﹤0.01% 9581
2021
Q4 		$9K Sell
200
-2,400
-92% -$118K ﹤0.01% 9132
2021
Q3 		$133K Hold
2,600
– – ﹤0.01% 6220
2021
Q2 		$132K Buy
2,600
+2,596
+64,900% +$125K ﹤0.01% 6330
2021
Q1 		$16K Sell
4
-12
-75% -$445 ﹤0.01% 7628
2020
Q4 		$50K Buy
16
+8
+100% +$226 ﹤0.01% 6182
2020
Q3 		$17K Sell
8
-2
-20% -$46 ﹤0.01% 6464
2020
Q2 		$21K Sell
10
-6
-38% -$121 ﹤0.01% 6188
2020
Q1 		$31K Buy
16
+13
+433% +$318 ﹤0.01% 5600
2019
Q4 		$8K Sell
3
-15
-83% -$418 ﹤0.01% 6500
2019
Q3 		$54K Buy
+18
New +$517 ﹤0.01% 4946
2018
Q4 		– Sell
-120
Closed -$379K – 7586
2018
Q3 		$379K Buy
+120
New +$3.7K ﹤0.01% 2918

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

Simplex Trading's OPY Position: Q4 2025 in Review

Simplex Trading sold out of Oppenheimer Holdings (OPY) in Q4 2025, closing a stake of 33 shares — an estimated $2.3K sold.

Simplex Trading first reported a position in OPY in Q4 2016 and held it in 24 quarters. The position peaked at $362K in Q3 2019. 109 funds tracked by Wall St. Rank hold OPY as of Q4 2025.

  • Simplex Trading reported no remaining Oppenheimer Holdings position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 33 Oppenheimer Holdings shares in Q4 2025, an estimated $2.3K.
  • Simplex Trading first reported a position in Oppenheimer Holdings in Q4 2016 and held it in 24 quarters.
  • Simplex Trading's Oppenheimer Holdings position peaked at $362K in Q3 2019.
  • 109 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.