VCM
OPY icon

Voleon Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Voleon 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
2026
Q2 		$4.71M Buy
44,658
+8,136
+22% +$828K 0.09% 230
2026
Q1 		$3.26M Buy
36,522
+13,561
+59% +$1.14M 0.07% 266
2025
Q4 		$1.66M Buy
22,961
+10,036
+78% +$699K 0.04% 363
2025
Q3 		$955K Buy
+12,925
New +$937K 0.02% 452

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

Voleon Capital Management's OPY Position: Q2 2026 in Review

Voleon Capital Management increased its Oppenheimer Holdings (OPY) stake by 22% in Q2 2026, buying an estimated $828K and bringing the position to 44,658 shares worth $4.71M. The position accounts for 0.09% of the portfolio, ranked #230.

Voleon Capital Management first reported a position in OPY in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Voleon Capital Management held 44,658 shares of Oppenheimer Holdings worth $4.71M as of Q2 2026.
  • Voleon Capital Management bought 8,136 Oppenheimer Holdings shares in Q2 2026, an estimated $828K.
  • Oppenheimer Holdings made up 0.09% of Voleon Capital Management's portfolio in Q2 2026, its #230 holding.
  • Voleon Capital Management first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.