Position in OPY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$328,308
+$69,221 QoQ
Shares Held
3,681
+2.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $6,306,610 across 7 Capital Markets names. OPY ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
9,031 | $2,695,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,397 | $1,181,848 | |
| 3 | MS |
Morgan Stanley
|
5,838 | $960,759 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,414 | $425,373 | |
| 5 | PIPR |
Piper Sandler Companies
|
4,670 | $357,488 | |
| 6 | MC |
Moelis & Co
|
6,263 | $356,991 | |
| 7 | OPY |
Oppenheimer Holdings Inc
This page
|
3,681 | $328,308 |
All Filings in OPY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,308 | 3,681 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $259,087 | 3,584 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $283,223 | 3,832 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $225,591 | 3,430 | Shares | Sole | 2026-02-24 | |
| 2023-03-31 | $213,289 | 5,448 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $270,404 | 6,388 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $269,897 | 8,712 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $314,672 | 9,524 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $206,002 | 4,727 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||