Position in OPY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,452,440
+$384,124 QoQ
Shares Held
13,762
+14.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 120 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. OPY ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in OPY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,440 | 13,762 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,068,316 | 11,978 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,237,097 | 17,113 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,128,826 | 15,273 | Shares | Defined | 2025-11-13 | |
| 2023-03-31 | $10,061 | 257 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $345,497 | 8,162 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $252,858 | 8,162 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $269,672 | 8,162 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $355,699 | 8,162 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,653,553 | 35,660 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $2,626,093 | 57,984 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,833,008 | 55,724 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $3,807,032 | 95,057 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,496,358 | 79,426 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $992,391 | 44,462 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $777,074 | 35,662 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $720,192 | 36,447 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||