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TCW Group’s Oppenheimer Holdings OPY Stock Holding History

TCW Group’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 		– Sell
-13,669
Closed -$1.22M – 655
2026
Q1 		$1.22M Sell
13,669
-25,025
-65% -$2.09M 0.01% 338
2025
Q4 		$2.8M Hold
38,694
– – 0.02% 244
2025
Q3 		$2.86M Sell
38,694
-34,640
-47% -$2.51M 0.02% 178
2025
Q2 		$4.82M Sell
73,334
-2,000
-3% -$122K 0.04% 182
2025
Q1 		$4.49M Sell
75,334
-3,966
-5% -$256K 0.04% 185
2024
Q4 		$5.08M Buy
79,300
+2,700
+4% +$156K 0.04% 184
2024
Q3 		$3.92M Buy
76,600
+26,600
+53% +$1.36M 0.03% 203
2024
Q2 		$2.4M Buy
+50,000
New +$2.14M 0.02% 240

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

TCW Group's OPY Position: Q2 2026 in Review

TCW Group sold out of Oppenheimer Holdings (OPY) in Q2 2026, closing a stake of 13,669 shares — an estimated $1.22M sold.

TCW Group first reported a position in OPY in Q2 2024 and held it in 8 quarters. The position peaked at $5.08M in Q4 2024. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • TCW Group reported no remaining Oppenheimer Holdings position as of Q2 2026 after selling out during the quarter.
  • TCW Group sold 13,669 Oppenheimer Holdings shares in Q2 2026, an estimated $1.22M.
  • TCW Group first reported a position in Oppenheimer Holdings in Q2 2024 and held it in 8 quarters.
  • TCW Group's Oppenheimer Holdings position peaked at $5.08M in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.