SC
OPY icon

Steven Cohen’s Oppenheimer Holdings OPY Stock Holding History

Steven Cohen’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 		$1.02M Sell
9,681
-279
-3% -$28.4K ﹤0.01% 2825
2026
Q1 		$888K Sell
9,960
-610
-6% -$51.1K ﹤0.01% 2835
2025
Q4 		$764K Buy
+10,570
New +$736K ﹤0.01% 3011
2023
Q3 		– Sell
-961
Closed -$38.6K – 2767
2023
Q2 		$38.6K Buy
+961
New +$36.7K ﹤0.01% 1663

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

Steven Cohen's OPY Position: Q2 2026 in Review

Steven Cohen reduced its Oppenheimer Holdings (OPY) stake by 2.8% in Q2 2026, selling an estimated $28.4K and leaving 9,681 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Steven Cohen first reported a position in OPY in Q2 2023 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Steven Cohen held 9,681 shares of Oppenheimer Holdings worth $1.02M as of Q2 2026.
  • Steven Cohen sold 279 Oppenheimer Holdings shares in Q2 2026, an estimated $28.4K.
  • Oppenheimer Holdings made up ﹤0.01% of Steven Cohen's portfolio in Q2 2026, its #2825 holding.
  • Steven Cohen first reported a position in Oppenheimer Holdings in Q2 2023 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.