Position in OPY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$754,610
+$438,878 QoQ
Shares Held
7,150
+102.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 120 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. OPY ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in OPY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,610 | 7,150 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $315,732 | 3,540 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $318,292 | 4,403 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $257,205 | 3,480 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $275,970 | 4,196 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $321,942 | 5,399 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $507,336 | 7,916 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $239,018 | 4,672 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $256,796 | 5,360 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,722 | 970 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $45,451 | 1,100 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $44,401 | 1,159 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $24,108 | 600 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $130,368 | 3,330 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $118,439 | 2,798 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $18,618 | 601 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $29,901 | 905 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $102,237 | 2,346 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $186,082 | 4,013 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,174 | 600 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $57,906 | 1,139 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $129,241 | 3,227 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $70,277 | 2,236 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $13,392 | 600 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $77,659 | 3,564 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $125,436 | 6,348 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||