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 Q2	–	Sell	-21,150	Closed	-$163K	–	1365
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Algert Global's OPFI Position: Q2 2026 in Review

Algert Global sold out of OppFi (OPFI) in Q2 2026, closing a stake of 21,150 shares — an estimated $163K sold.

Algert Global first reported a position in OPFI in Q4 2024 and held it in 2 quarters. The position peaked at $296K in Q4 2024. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Algert Global reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
Algert Global sold 21,150 OppFi shares in Q2 2026, an estimated $163K.
Algert Global first reported a position in OppFi in Q4 2024 and held it in 2 quarters.
Algert Global's OppFi position peaked at $296K in Q4 2024.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.