Quantbot Technologies LP

Position in OPY — Oppenheimer Holdings Inc

CIK 1512991 NEW YORK, NY

Position in OPY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$60,263

-$71,292 QoQ

Shares Held

571

-61.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#93

of 121 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Quantbot Technologies LP holds $37,468,266 across 32 Capital Markets names. OPY ranks #29 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	105,314	$7,347,757
2	MS	Morgan Stanley	16,710	$3,493,058
3	HLI	Houlihan Lokey, Inc.	23,128	$3,102,158
4	WULF	Terawulf Inc.	109,083	$2,694,350
5	MARA	MARA Holdings, Inc.	164,041	$2,278,529
6	SCHW	Schwab Charles Corp	23,802	$2,196,210
7	BMNR	Bitmine Immersion Technologies, Inc.	160,728	$2,139,289
8	PJT	PJT Partners Inc.	13,880	$2,095,047

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,263	571	-61.3%	Shares	Sole	2026-08-12
2026-03-31	$131,555	1,475	+5.9%	Shares	Sole	2026-05-13
2025-12-31	$100,699	1,393	-72.3%	Shares	Sole	2026-02-10
2025-09-30	$372,136	5,035	+196.4%	Shares	Sole	2025-11-12
2025-06-30	$111,743	1,699	+21.4%	Shares	Sole	2025-08-13
2023-12-31	$57,806	1,399	+1299.0%	Shares	Sole	2024-02-14
2023-09-30	$3,831	100	-97.2%	Shares	Sole	2023-11-07
2023-06-30	$143,362	3,568	+112.1%	Shares	Sole	2023-08-08
2023-03-31	$65,850	1,682	+509.4%	Shares	Sole	2023-05-12
2022-12-31	$11,683	276	-87.3%	Shares	Sole	2023-02-13
2022-06-30	$71,531	2,165	+2065.0%	Shares	Sole	2022-08-09
2021-09-30	$4,529	100	-80.0%	Shares	Sole	2021-11-09
2021-06-30	$25,420	500	-28.6%	Shares	Sole	2021-08-12
2021-03-31	$28,035	700	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.