Position in OPY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,128,213
+$491,042 QoQ
Shares Held
20,165
+9.9% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 120 holders
Holding Since
Sep 2021
20 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, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. OPY ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in OPY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,128,213 | 20,165 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,637,171 | 18,356 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,127,578 | 15,598 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $926,092 | 12,530 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $865,533 | 13,160 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $759,745 | 12,741 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $848,743 | 13,243 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $617,859 | 12,077 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $458,259 | 9,565 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $356,605 | 8,933 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $412,704 | 9,988 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $396,853 | 10,359 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $720,306 | 17,927 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,068,012 | 27,280 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $2,202,895 | 52,041 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,579,949 | 50,999 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,702,319 | 51,523 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,229,422 | 51,157 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,028 | 130 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,529 | 100 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||