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Smartleaf Asset Management’s Oppenheimer Holdings OPY Stock Holding History

Smartleaf Asset Management’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 		$3.63K Hold
34
– – ﹤0.01% 2791
2026
Q1 		$3.04K Hold
34
– – ﹤0.01% 2841
2025
Q4 		$2.49K Buy
+34
New +$2.37K ﹤0.01% 2924

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

Smartleaf Asset Management's OPY Position: Q2 2026 in Review

Smartleaf Asset Management held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 34 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Smartleaf Asset Management first reported a position in OPY in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Smartleaf Asset Management held 34 shares of Oppenheimer Holdings worth $3.63K as of Q2 2026.
  • Smartleaf Asset Management left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2791 holding.
  • Smartleaf Asset Management first reported a position in Oppenheimer Holdings in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.