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Allworth Financial’s OppFi OPFI Stock Holding History

Allworth Financial’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 		$39 Buy
+5
New +$46 ﹤0.01% 5081
2025
Q4 		– Sell
-8
Closed -$91 – 5209
2025
Q3 		$91 Buy
+8
New +$90 ﹤0.01% 4687

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

Allworth Financial's OPFI Position: Q1 2026 in Review

Allworth Financial opened a new position in OppFi (OPFI) in Q1 2026: 5 shares worth $39. The stake represents ﹤0.01% of the portfolio and ranks #5081 among its holdings. This is a return to the name: Allworth Financial previously reported a position in OPFI as recently as Q3 2025.

Allworth Financial first reported a position in OPFI in Q3 2025 and has held it in 2 quarters since. The position peaked at $91 in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Allworth Financial held 5 shares of OppFi worth $39 as of Q1 2026.
  • OppFi was a new Allworth Financial position in Q1 2026.
  • OppFi made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5081 holding.
  • Allworth Financial first reported a position in OppFi in Q3 2025 and has held it in 2 quarters since.
  • Allworth Financial's OppFi position peaked at $91 in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.