Chuck Royce's OPY Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 170,079 shares of Oppenheimer Holdings Inc. (OPY) worth $15.17 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in OPY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 61,187 shares. Largest reduction occurred in Q3 2016, reducing 121,512 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Oppenheimer Holdings (OPY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oppenheimer Holdings (OPY) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +61,187 | Add 56.19% | 170,079 | $89.19 |
| Q4 2025 | -3,512 | Reduce 3.12% | 108,892 | $72.29 |
| Q3 2025 | +17,122 | Add 17.97% | 112,404 | $73.91 |
| Q2 2025 | +14,731 | Add 18.29% | 95,282 | $65.77 |
| Q1 2025 | +43,050 | Add 114.80% | 80,551 | $59.63 |
| Q4 2024 | +37,501 | New Buy | 37,501 | $64.09 |
| Q3 2018 | -107,016 | Sold Out | 0 | $0.00 |
| Q2 2018 | -4,300 | Reduce 3.86% | 107,016 | $28.00 |
| Q4 2017 | -3,950 | Reduce 3.43% | 111,316 | $26.80 |
| Q3 2017 | -5,234 | Reduce 4.34% | 115,266 | $17.35 |
| Q4 2016 | -4,500 | Reduce 3.60% | 120,500 | $18.60 |
| Q3 2016 | -121,512 | Reduce 49.29% | 125,000 | $14.29 |
| Q1 2016 | -10,000 | Reduce 3.90% | 246,512 | $15.78 |
| Q4 2015 | +23,800 | Add 10.23% | 256,512 | $17.38 |
| Q3 2014 | -13,700 | Reduce 5.56% | 232,712 | $20.25 |
| Q2 2014 | +13,400 | Add 5.75% | 246,412 | $23.99 |
| Q1 2014 | -4,267 | Reduce 1.80% | 233,012 | $28.05 |
| Q3 2013 | -300 | Reduce 0.13% | 237,279 | $17.77 |
| Q2 2013 | +237,579 | Add 0.00% | 237,579 | $19.04 |
Chuck Royce's Oppenheimer Holdings Investment FAQs
Chuck Royce first purchased Oppenheimer Holdings Inc. (OPY) in Q2 2013, acquiring 237,579 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Oppenheimer Holdings Inc. (OPY) for 28 quarters since Q2 2013.
Chuck Royce's largest addition to Oppenheimer Holdings Inc. (OPY) was in Q2 2013, adding 237,579 shares worth $4.52 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 170,079 shares of Oppenheimer Holdings Inc. (OPY), valued at approximately $15.17 M.
As of the Q1 2026 filing, Oppenheimer Holdings Inc. (OPY) represents approximately 0.15% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Oppenheimer Holdings Inc. (OPY) was 256,512 shares, as reported at the end of Q4 2015.