Ullmann Wealth Partners Group’s Oppenheimer Holdings OPY Stock Holding History

Ullmann Wealth Partners 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 Q3	$211K	Buy	+1,789	New	+$207K	0.02%	175

Other funds holding OPY

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Missouri Trust & Investment Company Springfield, Missouri $371M AUM 14.01% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Ullmann Wealth Partners Group's OPY Position: Q3 2026 in Review

Ullmann Wealth Partners Group opened a new position in Oppenheimer Holdings (OPY) in Q3 2026: 1,789 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings.

25 funds tracked by Wall St. Rank hold OPY as of Q3 2026.

Ullmann Wealth Partners Group held 1,789 shares of Oppenheimer Holdings worth $211K as of Q3 2026.
Oppenheimer Holdings was a new Ullmann Wealth Partners Group position in Q3 2026.
Oppenheimer Holdings made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #175 holding.
25 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.