Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,680
-$11,555 QoQ
Shares Held
177
-47.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 120 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $3,680,089,370 across 60 Capital Markets names. OPY ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,444,543 | $1,460,967,451 | |
| 2 | MS |
Morgan Stanley
|
4,005,043 | $837,214,187 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,656,904 | $337,422,531 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,165,076 | $317,393,820 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,618,674 | $227,929,384 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
1,596,595 | $79,797,816 | |
| 7 | IREN |
IREN Ltd
|
1,162,618 | $53,166,520 | |
| 8 | WULF |
Terawulf Inc.
|
2,151,514 | $53,142,395 |
All Filings in OPY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,680 | 177 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,235 | 339 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,831 | 551 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $1,986 | 31 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $162,330 | 3,173 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $152,018 | 3,173 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $243,392 | 6,097 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $246,556 | 5,967 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $228,595 | 5,967 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $12,897 | 321 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $156,717 | 4,003 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $89,654 | 2,118 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $10,719 | 346 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,603 | 442 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $65,370 | 1,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $519,900 | 11,212 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,924 | 3,774 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $61,007 | 1,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $310,667 | 7,757 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $94,132 | 2,995 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $95,105 | 4,261 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $114,418 | 5,251 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $62,658 | 3,171 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||