Stifel Financial
OPY icon

Stifel Financial’s Oppenheimer Holdings OPY Stock Holding History

Stifel Financial’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 		$317K Hold
3,000
– – ﹤0.01% 3257
2026
Q1 		$268K Hold
3,000
– – ﹤0.01% 3261
2025
Q4 		$217K Sell
3,000
-13
-0.4% -$905 ﹤0.01% 3344
2025
Q3 		$223K Buy
+3,013
New +$218K ﹤0.01% 3283
2014
Q3 		– Sell
-13,784
Closed -$331K – 2298
2014
Q2 		$331K Sell
13,784
-920
-6% -$22.6K ﹤0.01% 1723
2014
Q1 		$412K Buy
+14,704
New +$374K ﹤0.01% 1532

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

Stifel Financial's OPY Position: Q2 2026 in Review

Stifel Financial held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 3,000 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Stifel Financial first reported a position in OPY in Q1 2014 and has held it in 6 quarters since. The position peaked at $412K in Q1 2014. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Stifel Financial held 3,000 shares of Oppenheimer Holdings worth $317K as of Q2 2026.
  • Stifel Financial left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3257 holding.
  • Stifel Financial first reported a position in Oppenheimer Holdings in Q1 2014 and has held it in 6 quarters since.
  • Stifel Financial's Oppenheimer Holdings position peaked at $412K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.