Position in OPY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,219,138
-$1,578,051 QoQ
Shares Held
13,669
-64.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026TCW GROUP INC holds $66,420,709 across 6 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
229,009 | $47,872,040 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
76,642 | $6,670,919 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,965 | $5,021,452 | |
| 4 | SCHW |
Schwab Charles Corp
|
40,500 | $3,736,934 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,419 | $1,808,103 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,076 | $1,311,261 |
All Filings in OPY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,219,138 | 13,669 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,797,189 | 38,694 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,859,873 | 38,694 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,823,177 | 73,334 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,492,166 | 75,334 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $5,082,337 | 79,300 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $3,918,856 | 76,600 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $2,395,500 | 50,000 | Shares | Defined | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||