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Advisory Services Network’s OppFi OPFI Stock Holding History

Advisory Services Network’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
2026
Q1 		$4.6K Buy
+597
New +$5.46K ﹤0.01% 3896
2025
Q4 		– Sell
-993
Closed -$11.3K – 3492
2025
Q3 		$11.3K Buy
+993
New +$11.2K ﹤0.01% 3236

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's OPFI Position: Q1 2026 in Review

Advisory Services Network opened a new position in OppFi (OPFI) in Q1 2026: 597 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #3896 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in OPFI as recently as Q3 2025.

Advisory Services Network first reported a position in OPFI in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.3K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Advisory Services Network held 597 shares of OppFi worth $4.6K as of Q1 2026.
  • OppFi was a new Advisory Services Network position in Q1 2026.
  • OppFi made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3896 holding.
  • Advisory Services Network first reported a position in OppFi in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's OppFi position peaked at $11.3K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.