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Arax Advisory Partners’s OppFi OPFI Stock Holding History

Arax Advisory Partners’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 		$35.9K Buy
4,650
+3,547
+322% +$32.5K ﹤0.01% 1825
2025
Q4 		$11.5K Buy
1,103
+347
+46% +$3.52K ﹤0.01% 2393
2025
Q3 		$8.57K Buy
+756
New +$8.49K ﹤0.01% 2665

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

Arax Advisory Partners's OPFI Position: Q1 2026 in Review

Arax Advisory Partners increased its OppFi (OPFI) stake by 322% in Q1 2026, buying an estimated $32.5K and bringing the position to 4,650 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Arax Advisory Partners first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Arax Advisory Partners held 4,650 shares of OppFi worth $35.9K as of Q1 2026.
  • Arax Advisory Partners bought 3,547 OppFi shares in Q1 2026, an estimated $32.5K.
  • OppFi made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1825 holding.
  • Arax Advisory Partners first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.