Avise Financial Cooperative, Inc.
Position in OPY — Oppenheimer Holdings Inc
CIK 2013342
LOS ANGELES, CA
Position in OPY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$225,011
+$18,447 QoQ
Shares Held
2,132
-7.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#83
of 120 holders
Holding Since
Mar 2026
2 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, 2026Avise Financial Cooperative, Inc. holds $1,816,662 across 4 Capital Markets names. OPY ranks #4 (12.4% of the industry book) .
All Filings in OPY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,011 | 2,132 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $206,564 | 2,316 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||