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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
Q1 		$3.04K Hold
34
– – ﹤0.01% 2841
2025
Q4 		$2.49K Buy
+34
New +$2.37K ﹤0.01% 2924

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

Smartleaf Asset Management's OPY Position: Q1 2026 in Review

Smartleaf Asset Management held its Oppenheimer Holdings (OPY) position steady in Q1 2026 at 34 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Smartleaf Asset Management first reported a position in OPY in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • Smartleaf Asset Management held 34 shares of Oppenheimer Holdings worth $3.04K as of Q1 2026.
  • Smartleaf Asset Management left its Oppenheimer Holdings share count unchanged in Q1 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2841 holding.
  • Smartleaf Asset Management first reported a position in Oppenheimer Holdings in Q4 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.