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WealthCollab’s Oppenheimer Holdings OPY Stock Holding History

WealthCollab’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 		$31.7K Hold
300
– – 0.01% 314
2026
Q1 		$26.8K Hold
300
– – 0.01% 307
2025
Q4 		$21.7K Hold
300
– – 0.01% 376
2025
Q3 		$22.2K Hold
300
– – 0.01% 336
2025
Q2 		$19.7K Hold
300
– – 0.01% 336
2025
Q1 		$17.9K Hold
300
– – 0.01% 344
2024
Q4 		$19.2K Hold
300
– – 0.01% 320
2024
Q3 		$15.3K Hold
300
– – 0.01% 373
2024
Q2 		$14.4K Hold
300
– – 0.01% 362
2024
Q1 		$12K Hold
300
– – 0.01% 403
2023
Q4 		$12.4K Buy
+300
New +$11.5K 0.01% 364

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

WealthCollab's OPY Position: Q2 2026 in Review

WealthCollab held its Oppenheimer Holdings (OPY) position steady in Q2 2026 at 300 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #314.

WealthCollab first reported a position in OPY in Q4 2023 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • WealthCollab held 300 shares of Oppenheimer Holdings worth $31.7K as of Q2 2026.
  • WealthCollab left its Oppenheimer Holdings share count unchanged in Q2 2026.
  • Oppenheimer Holdings made up 0.01% of WealthCollab's portfolio in Q2 2026, its #314 holding.
  • WealthCollab first reported a position in Oppenheimer Holdings in Q4 2023 and has held it in 11 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.