Ameriprise
OPFI icon

Ameriprise’s OppFi OPFI Stock Holding History

Ameriprise’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 		$962K Buy
124,828
+29,261
+31% +$268K ﹤0.01% 3312
2025
Q4 		$1,000K Buy
+95,567
New +$969K ﹤0.01% 3330
2025
Q3 		– Sell
-82,507
Closed -$1.15M – 4153
2025
Q2 		$1.15M Sell
82,507
-27,044
-25% -$304K ﹤0.01% 3202
2025
Q1 		$1.02M Sell
109,551
-100,129
-48% -$1.12M ﹤0.01% 3200
2024
Q4 		$1.61M Buy
209,680
+13,862
+7% +$87.5K ﹤0.01% 3038
2024
Q3 		$926K Buy
+195,818
New +$813K ﹤0.01% 3257

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

Ameriprise's OPFI Position: Q1 2026 in Review

Ameriprise increased its OppFi (OPFI) stake by 31% in Q1 2026, buying an estimated $268K and bringing the position to 124,828 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Ameriprise first reported a position in OPFI in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2024. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Ameriprise held 124,828 shares of OppFi worth $962K as of Q1 2026.
  • Ameriprise bought 29,261 OppFi shares in Q1 2026, an estimated $268K.
  • OppFi made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3312 holding.
  • Ameriprise first reported a position in OppFi in Q3 2024 and has held it in 6 quarters since.
  • Ameriprise's OppFi position peaked at $1.61M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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