Position in OPY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,714,897
+$4,992,300 QoQ
Shares Held
158,375
+20.5% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 120 holders
Holding Since
Dec 2024
7 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, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. OPY ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in OPY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,714,897 | 158,375 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $11,722,597 | 131,434 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,231,108 | 86,196 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,834,529 | 78,941 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,649,347 | 70,691 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,267,599 | 71,568 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $822,466 | 12,833 | Shares | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||