Current Value of Holding

$2.7M

Shares

27k

% of Portfolio

0.02%

Average Buy Price

$68.6

Avg closing price
Price range

3 Polen Capital Oppenheimer Holdings Trades

Polen Capital acquired 27k Oppenheimer Holdings shares worth $2.7M. That's 0.02% of their equity portfolio (86th largest holding). The first Oppenheimer Holdings trade was made in Q2 2025. Since then Polen Capital bought shares one more times and sold shares on one occasions. The stake costed the investor $1.85M, netting the investor a gain of 46% so far.

Avg closing price
Price range
Increased shares by 64.9% (+10.6k shares) Q1 2026
Avg closing price $81.53
Price range $72.64 - $93.08
Sold 9.1% shares (-1.64k shares) Q3 2025
Avg closing price $72.42
Price range $66.02 - $79.85
New holding (+18k shares) Q2 2025
Avg closing price $61.01
Price range $51.21 - $66.60

News about Oppenheimer Holdings Inc - Ordinary Shares - Class A and Polen Capital

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