Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$822,894
-$1,222,410 QoQ
Shares Held
7,797
-66.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 120 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. OPY ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in OPY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,894 | 7,797 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,045,304 | 22,932 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $461,787 | 6,388 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,783,376 | 37,659 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $2,480,369 | 41,596 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $276,356 | 4,312 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $213,337 | 4,170 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $223,117 | 5,824 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $233,099 | 5,954 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $866,621 | 20,473 | Shares | Defined | 2023-02-13 | |
| 2021-09-30 | $410,281 | 9,059 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $355,930 | 7,001 | Shares | Defined | 2021-08-17 | |
| 2020-12-31 | $995,262 | 31,666 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $683,884 | 30,640 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $684,989 | 31,436 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $592,423 | 29,981 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||