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Torren Management’s Oppenheimer Holdings OPY Stock Holding History

Torren 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 		– Sell
-527
Closed -$38.1K – 1304
2025
Q4 		$38.1K Buy
+527
New +$36.7K 0.02% 400

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 $6.73T AUM 46.02% 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 $113B AUM 38.87% 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

Torren Management's OPY Position: Q1 2026 in Review

Torren Management sold out of Oppenheimer Holdings (OPY) in Q1 2026, closing a stake of 527 shares — an estimated $38.1K sold.

Torren Management first reported a position in OPY in Q4 2025 and held it in 1 quarter. The position peaked at $38.1K in Q4 2025. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • Torren Management reported no remaining Oppenheimer Holdings position as of Q1 2026 after selling out during the quarter.
  • Torren Management sold 527 Oppenheimer Holdings shares in Q1 2026, an estimated $38.1K.
  • Torren Management first reported a position in Oppenheimer Holdings in Q4 2025 and held it in 1 quarter.
  • Torren Management's Oppenheimer Holdings position peaked at $38.1K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

Based on Torren Management's 13F filing for Q1 2026, filed 30 Apr 2026.