STEW BOULDER GROWTH & INCOME FD I COM

Ownership history in OPPENHEIMER & CO INC  ·  46 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported BOULDER GROWTH & INCOME FD I COM (STEW) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows STEW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in BOULDER GROWTH & INCOME FD I COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STEW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held STEW — position size vs. price
% of Fund (quarterly)    STEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 66,933 -1,165 -1.7% 0.01% $1.1M 2026-04-24 $17.64
2025 Q4 REDUCED 68,098 -18,191 -21.1% 0.02% $1.3M 2026-02-02 $17.78
2025 Q3 REDUCED 86,289 -8,791 -9.2% 0.02% $1.6M 2025-11-06 $17.19
2025 Q2 REDUCED 95,080 -991 -1.0% 0.02% $1.7M 2025-07-31 $17.15
2025 Q1 ADDED 96,071 +23,300 +32.0% 0.03% $1.7M 2025-04-23 $16.07
2024 Q4 UNCHANGED 72,771 0% 0.02% $1.2M 2025-02-05 $15.79
2024 Q3 ADDED 72,771 +804 +1.1% 0.02% $1.1M 2024-11-05 $14.55
2024 Q2 REDUCED 71,967 -1,465 -2.0% 0.02% $1.0M 2024-08-08 $13.92
2024 Q1 ADDED 73,432 +165 +0.2% 0.02% $1.1M 2024-05-07 $13.37
2023 Q4 REDUCED 73,267 -165 -0.2% 0.02% $1.0M 2024-02-13 $13.05
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and STEW

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning STEW?

OPPENHEIMER & CO INC reported STEW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STEW position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for STEW was 0.03% in 2025 Q1.

What is the latest reported STEW position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 66,933 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

What does the chart on this STEW ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly STEW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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