Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,208,635
+$618,735 QoQ
Shares Held
20,927
+17.4% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 120 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $546,179,819 across 24 Capital Markets names. OPY ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,346,506 | $308,782,108 | |
| 2 | GS |
Goldman Sachs Group Inc
|
82,366 | $83,302,501 | |
| 3 | BGC |
BGC Group, Inc.
|
5,415,536 | $57,892,079 | |
| 4 | MS |
Morgan Stanley
|
214,414 | $44,821,102 | |
| 5 | SF |
Stifel Financial Corp
|
90,386 | $6,306,231 | |
| 6 | XP |
XP Inc.
|
360,925 | $5,868,640 | |
| 7 | TW |
Tradeweb Markets Inc.
|
54,081 | $5,389,712 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42,353 | $4,247,158 |
All Filings in OPY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,208,635 | 20,927 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,589,900 | 17,826 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $35,858 | 936 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,608 | 936 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $43,910 | 1,329 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $63,103 | 1,448 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,143 | 1,448 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $59,194 | 1,307 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $70,769 | 1,392 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $36,245 | 905 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,444 | 905 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $24,028 | 1,216 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||