Farther Finance Advisors, LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1992825
SAN FRANCISCO, CA
Position in OPY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,904
+$3,191 QoQ
Shares Held
37
+362.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 120 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. OPY ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in OPY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,904 | 37 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $713 | 8 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $369 | 5 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||