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Algert Global’s OppFi OPFI Stock Holding History

Algert Global’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 		$163K Buy
+21,150
New +$194K ﹤0.01% 1095
2025
Q1 		– Sell
-38,650
Closed -$296K – 1291
2024
Q4 		$296K Buy
+38,650
New +$244K 0.01% 993

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

Algert Global's OPFI Position: Q1 2026 in Review

Algert Global opened a new position in OppFi (OPFI) in Q1 2026: 21,150 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Algert Global previously reported a position in OPFI as recently as Q4 2024.

Algert Global first reported a position in OPFI in Q4 2024 and has held it in 2 quarters since. The position peaked at $296K in Q4 2024. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Algert Global held 21,150 shares of OppFi worth $163K as of Q1 2026.
  • OppFi was a new Algert Global position in Q1 2026.
  • OppFi made up ﹤0.01% of Algert Global's portfolio in Q1 2026, its #1095 holding.
  • Algert Global first reported a position in OppFi in Q4 2024 and has held it in 2 quarters since.
  • Algert Global's OppFi position peaked at $296K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.