Position in OPY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,554
+$5,917 QoQ
Shares Held
100
+92.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 120 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. OPY ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in OPY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,554 | 100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,637 | 52 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,891 | 40 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,512 | 34 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,236 | 34 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,490 | 25 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $897 | 14 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $716 | 14 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $670 | 14 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $558 | 14 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $578 | 14 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $536 | 14 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $562 | 14 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $548 | 14 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $592 | 14 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $278 | 9 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $594 | 18 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||