AE Wealth Management’s OppFi OPFI Stock Holding History

AE 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	–	Sell	-10,969	Closed	-$153K	–	2349
2025 Q2	$153K	Sell	10,969 -16,709	-60%	-$188K	﹤0.01%	1372
2025 Q1	$257K	Buy	+27,678	New	+$308K	﹤0.01%	1157

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

AE Wealth Management sold out of OppFi (OPFI) in Q3 2025, closing a stake of 10,969 shares — an estimated $153K sold.

AE Wealth Management first reported a position in OPFI in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

AE Wealth Management reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 10,969 OppFi shares in Q3 2025, an estimated $153K.
AE Wealth Management first reported a position in OppFi in Q1 2025 and held it in 2 quarters.
AE Wealth Management's OppFi position peaked at $257K in Q1 2025.
147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.