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Accredited Wealth Management’s OppFi OPFI Stock Holding History

Accredited Wealth Management’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.67K Buy
+4,293
New +$48.2K ﹤0.01% 311

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Accredited Wealth Management's OPFI Position: Q3 2025 in Review

Accredited Wealth Management opened a new position in OppFi (OPFI) in Q3 2025: 4,293 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

  • Accredited Wealth Management held 4,293 shares of OppFi worth $5.67K as of Q3 2025.
  • OppFi was a new Accredited Wealth Management position in Q3 2025.
  • OppFi made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #311 holding.
  • 147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.