Position in OPY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$215,934
New position
Shares Held
2,046
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#84
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, 2026JMN Financial LLC holds $986,905 across 2 Capital Markets names. OPY ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
2,258 | $770,971 | |
| 2 | OPY |
Oppenheimer Holdings Inc
This page
|
2,046 | $215,934 |
All Filings in OPY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,934 | 2,046 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||