Susquehanna Fundamental Investments’s Oppenheimer Holdings OPY Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-3,465	Closed	-$207K	–	930
2025 Q1	$207K	Hold	3,465	–	–	﹤0.01%	996
2024 Q4	$222K	Buy	+3,465	New	+$201K	﹤0.01%	989
2021 Q4	–	Sell	-12,905	Closed	-$584K	–	1684
2021 Q3	$584K	Sell	12,905 -3,909	-23%	-$176K	0.01%	1125
2021 Q2	$855K	Buy	16,814 +200	+1%	+$9.65K	0.02%	920
2021 Q1	$665K	Buy	16,614 +1,325	+9%	+$49.1K	0.01%	1045
2020 Q4	$481K	Buy	+15,289	New	+$431K	0.01%	1122

Other funds holding OPY

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna Fundamental Investments's OPY Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Oppenheimer Holdings (OPY) in Q2 2025, closing a stake of 3,465 shares — an estimated $207K sold.

Susquehanna Fundamental Investments first reported a position in OPY in Q4 2020 and held it in 6 quarters. The position peaked at $855K in Q2 2021. 98 funds tracked by Wall St. Rank hold OPY as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Oppenheimer Holdings position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 3,465 Oppenheimer Holdings shares in Q2 2025, an estimated $207K.
Susquehanna Fundamental Investments first reported a position in Oppenheimer Holdings in Q4 2020 and held it in 6 quarters.
Susquehanna Fundamental Investments's Oppenheimer Holdings position peaked at $855K in Q2 2021.
98 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.