Precision Wealth Strategies, LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1844197
SAINT LOUIS, MO
Position in OPY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$616,775
New position
Shares Held
5,844
first reported quarter
Ownership
0.055%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#67
of 120 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Precision Wealth Strategies, LLC holds $5,477,257 across 6 Capital Markets names. OPY ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
22,674 | $1,350,690 | |
| 2 | GOLD |
Gold.com, Inc.
|
27,628 | $1,149,601 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,266 | $980,592 | |
| 4 | GS |
Goldman Sachs Group Inc
|
856 | $865,732 | |
| 5 | OPY |
Oppenheimer Holdings Inc
This page
|
5,844 | $616,775 | |
| 6 | EVR |
Evercore Inc.
|
1,505 | $513,867 |
All Filings in OPY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,775 | 5,844 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||