Avion Wealth’s OppFi OPFI Stock Holding History

Avion Wealth’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	$7K	Hold	1,000	–	–	﹤0.01%	587
2025 Q4	$10K	Hold	1,000	–	–	﹤0.01%	492
2025 Q3	$11K	Hold	1,000	–	–	﹤0.01%	456
2025 Q2	$13K	Buy	+1,000	New	+$11.2K	﹤0.01%	405

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avion Wealth's OPFI Position: Q1 2026 in Review

Avion Wealth held its OppFi (OPFI) position steady in Q1 2026 at 1,000 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Avion Wealth first reported a position in OPFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $13K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Avion Wealth held 1,000 shares of OppFi worth $7K as of Q1 2026.
Avion Wealth left its OppFi share count unchanged in Q1 2026.
OppFi made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #587 holding.
Avion Wealth first reported a position in OppFi in Q2 2025 and has held it in 4 quarters since.
Avion Wealth's OppFi position peaked at $13K in Q2 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.