Victory Capital Management
OPY icon

Victory Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Victory Capital 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
2025
Q4 		– Sell
-11,020
Closed -$814K – 2495
2025
Q3 		$814K Sell
11,020
-13,200
-55% -$957K ﹤0.01% 1935
2025
Q2 		$1.59M Sell
24,220
-830
-3% -$50.6K ﹤0.01% 1652
2025
Q1 		$1.49M Hold
25,050
– – ﹤0.01% 1624
2024
Q4 		$1.61M Hold
25,050
– – ﹤0.01% 1593
2024
Q3 		$1.28M Buy
25,050
+71
+0.3% +$3.62K ﹤0.01% 1678
2024
Q2 		$1.2M Buy
+24,979
New +$1.07M ﹤0.01% 1624
2020
Q3 		– Sell
-40,815
Closed -$889K – 2539
2020
Q2 		$889K Sell
40,815
-40,735
-50% -$824K ﹤0.01% 1787
2020
Q1 		$1.61M Buy
81,550
+42,327
+108% +$1.03M ﹤0.01% 1680
2019
Q4 		$1.08M Sell
39,223
-1,745
-4% -$48.6K ﹤0.01% 1730
2019
Q3 		$1.23M Buy
+40,968
New +$1.18M ﹤0.01% 1646

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Victory Capital Management's OPY Position: Q4 2025 in Review

Victory Capital Management sold out of Oppenheimer Holdings (OPY) in Q4 2025, closing a stake of 11,020 shares — an estimated $814K sold.

Victory Capital Management first reported a position in OPY in Q3 2019 and held it in 10 quarters. The position peaked at $1.61M in Q1 2020. 109 funds tracked by Wall St. Rank hold OPY as of Q4 2025.

  • Victory Capital Management reported no remaining Oppenheimer Holdings position as of Q4 2025 after selling out during the quarter.
  • Victory Capital Management sold 11,020 Oppenheimer Holdings shares in Q4 2025, an estimated $814K.
  • Victory Capital Management first reported a position in Oppenheimer Holdings in Q3 2019 and held it in 10 quarters.
  • Victory Capital Management's Oppenheimer Holdings position peaked at $1.61M in Q1 2020.
  • 109 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2025.

Based on Victory Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.