Ken Fisher's OPY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 25,286 shares of Oppenheimer Holdings Inc. (OPY) worth $2.26 M, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in OPY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 23,345 shares. Largest reduction occurred in Q3 2021, reducing 4,500 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Oppenheimer Holdings (OPY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oppenheimer Holdings (OPY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,378 | Reduce 5.17% | 25,286 | $72.29 |
| Q3 2025 | -4,045 | Reduce 13.17% | 26,664 | $73.91 |
| Q2 2024 | +4,239 | Add 16.01% | 30,709 | $47.91 |
| Q1 2024 | +3,125 | Add 13.39% | 26,470 | $39.92 |
| Q1 2023 | +23,345 | New Buy | 23,345 | $39.15 |
| Q3 2021 | -4,500 | Sold Out | 0 | $0.00 |
| Q2 2021 | +4,500 | New Buy | 4,500 | $50.89 |
Ken Fisher's Oppenheimer Holdings Investment FAQs
Ken Fisher first purchased Oppenheimer Holdings Inc. (OPY) in Q2 2021, acquiring 4,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Oppenheimer Holdings Inc. (OPY) for 15 quarters since Q2 2021.
Ken Fisher's largest addition to Oppenheimer Holdings Inc. (OPY) was in Q1 2023, adding 23,345 shares worth $913,956.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 25,286 shares of Oppenheimer Holdings Inc. (OPY), valued at approximately $2.26 M.
As of the Q1 2026 filing, Oppenheimer Holdings Inc. (OPY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Oppenheimer Holdings Inc. (OPY) was 30,709 shares, as reported at the end of Q2 2024.