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Oppenheimer Holdings shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Oppenheimer Holdings (OPY) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Oppenheimer Holdings

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All positions including Oppenheimer Holdings held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oppenheimer Holdings by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 41 72.29
2020-12-31 $999 41 24.39

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Oppenheimer Holdings

Jb Capital Partners
Dimensional Fund Advisors
Vanguard Group
American Century Companies
BlackRock
Rbf Capital
Greenwich Wealth Management
Charles Schwab Investment Management
Royce & Associates
Robeco Investment Management
Geode Capital Management
Millennium Management
Jpmorgan Chase & Co
State Street Corporation
Arrowstreet Capital, Limited Partnership

View all funds holding Oppenheimer Holdings