Beverly Hills Private Wealth, LLC

Position in OPY — Oppenheimer Holdings Inc

CIK 1965710 BEVERLY HILLS, CA

Position in OPY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,209,268

+$187,599 QoQ

Shares Held

20,933

-7.6% QoQ

Ownership

0.195%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#40

of 120 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $18,864,676 across 4 Capital Markets names. OPY ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	124,548	$11,492,043
2	SF	Stifel Financial Corp	55,849	$3,896,584
3	OPY	Oppenheimer Holdings Inc This page	20,933	$2,209,268
4	MS	Morgan Stanley	6,060	$1,266,781

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,209,268	20,933	-7.6%	Shares	Sole	2026-08-07
2026-03-31	$2,021,669	22,667	+12.0%	Shares	Defined	2026-05-04
2025-12-31	$1,462,714	20,234	+4.1%	Shares	Sole	2026-02-17
2025-09-30	$1,436,292	19,433	-7.6%	Shares	Sole	2025-11-10
2025-06-30	$1,383,668	21,038	-27.5%	Shares	Sole	2025-07-29
2025-03-31	$1,731,058	29,030	+6.5%	Shares	Defined	2025-04-30
2024-12-31	$1,747,798	27,271	+3.3%	Shares	Sole	2025-02-14
2024-09-30	$1,350,879	26,405	+33.0%	Shares	Sole	2024-11-12
2024-06-30	$951,012	19,850	+55.6%	Shares	Sole	2024-08-08
2024-03-31	$509,218	12,756	+155.5%	Shares	Defined	2024-05-09
2023-12-31	$206,310	4,993	—	Shares	Defined	2024-01-30
No filing history on record for this holder in this stock.