Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$600,205
+$84,866 QoQ
Shares Held
5,687
-1.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 120 holders
Holding Since
Mar 2020
26 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, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. OPY ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in OPY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,205 | 5,687 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $515,339 | 5,778 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $421,667 | 5,833 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $426,164 | 5,766 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $389,226 | 5,918 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $352,294 | 5,908 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $443,245 | 6,916 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $723,146 | 14,135 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $693,018 | 14,465 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,298,477 | 32,527 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,440,910 | 34,872 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,916,610 | 50,029 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,063,122 | 51,347 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,256,017 | 57,625 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $2,337,292 | 55,216 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,878,936 | 60,650 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,611,976 | 79,055 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,558,044 | 81,644 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,798,026 | 81,907 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $864,087 | 19,079 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $958,994 | 18,863 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $744,729 | 18,595 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $740,805 | 23,570 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $965,049 | 43,237 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $570,745 | 26,193 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $545,376 | 27,600 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||