XT
OPY icon

XTX Topco’s Oppenheimer Holdings OPY Stock Holding History

XTX Topco’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 		$2.63M Buy
24,873
+14,755
+146% +$1.5M 0.03% 851
2026
Q1 		$902K Buy
10,118
+3,929
+63% +$329K 0.02% 1502
2025
Q4 		$447K Buy
+6,189
New +$431K 0.01% 1704
2025
Q3 		– Sell
-7,018
Closed -$462K – 3074
2025
Q2 		$462K Buy
7,018
+2,979
+74% +$182K 0.02% 1153
2025
Q1 		$241K Sell
4,039
-2,256
-36% -$146K 0.01% 1569
2024
Q4 		$403K Sell
6,295
-1,656
-21% -$96K 0.03% 953
2024
Q3 		$407K Buy
+7,951
New +$406K 0.03% 969

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

XTX Topco's OPY Position: Q2 2026 in Review

XTX Topco increased its Oppenheimer Holdings (OPY) stake by 146% in Q2 2026, buying an estimated $1.5M and bringing the position to 24,873 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #851.

XTX Topco first reported a position in OPY in Q3 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • XTX Topco held 24,873 shares of Oppenheimer Holdings worth $2.63M as of Q2 2026.
  • XTX Topco bought 14,755 Oppenheimer Holdings shares in Q2 2026, an estimated $1.5M.
  • Oppenheimer Holdings made up 0.03% of XTX Topco's portfolio in Q2 2026, its #851 holding.
  • XTX Topco first reported a position in Oppenheimer Holdings in Q3 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.