Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,238,925
-$113,193 QoQ
Shares Held
21,214
-19.6% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 120 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. OPY ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in OPY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,238,925 | 21,214 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,352,118 | 26,372 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,227,976 | 30,820 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,521,881 | 34,121 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,660,625 | 25,249 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,360,398 | 22,814 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,508,294 | 23,534 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,043,101 | 20,389 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $393,484 | 8,213 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $118,402 | 2,966 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $324,030 | 7,842 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $484,544 | 12,648 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $503,414 | 12,529 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $668,602 | 17,078 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $621,997 | 14,694 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $143,003 | 4,616 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $274,727 | 8,315 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $634,393 | 14,557 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $697,775 | 15,048 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $423,596 | 9,353 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $505,247 | 9,938 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $668,113 | 16,682 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $363,047 | 11,551 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $206,303 | 9,243 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $232,891 | 10,688 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $59,871 | 3,030 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||