Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,246,929
+$903,464 QoQ
Shares Held
40,240
+7.3% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 120 holders
Holding Since
Mar 2020
25 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, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. OPY ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in OPY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,246,929 | 40,240 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,343,465 | 37,487 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,325,990 | 46,009 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $2,993,354 | 40,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,372,815 | 20,873 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $486,222 | 8,154 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $375,439 | 5,858 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $222,494 | 4,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $293,065 | 6,117 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $519,392 | 12,570 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $604,225 | 15,772 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $959,538 | 23,881 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,474,839 | 216,471 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $9,508,798 | 224,635 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $9,021,499 | 291,204 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $11,863,904 | 359,077 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $16,990,403 | 389,867 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,188,987 | 370,692 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $18,124,015 | 400,177 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $26,814,490 | 527,429 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,426,599 | 210,402 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,193,980 | 228,889 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,274,457 | 191,508 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,831,046 | 267,602 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,803,971 | 243,116 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||