Bank of New York Mellon
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Bank of New York Mellon’s OppFi OPFI Stock Holding History

Bank of New York Mellon’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 		$891K Buy
89,743
+7,887
+10% +$68.3K ﹤0.01% 3435
2026
Q1 		$631K Sell
81,856
-991
-1% -$9.07K ﹤0.01% 3485
2025
Q4 		$867K Buy
82,847
+31,090
+60% +$315K ﹤0.01% 3324
2025
Q3 		$586K Buy
51,757
+1,745
+3% +$19.6K ﹤0.01% 3502
2025
Q2 		$700K Buy
50,012
+9,333
+23% +$105K ﹤0.01% 3329
2025
Q1 		$378K Buy
40,679
+6,523
+19% +$72.7K ﹤0.01% 3587
2024
Q4 		$262K Buy
34,156
+6,242
+22% +$39.4K ﹤0.01% 3851
2024
Q3 		$132K Sell
27,914
-8,776
-24% -$36.4K ﹤0.01% 3979
2024
Q2 		$124K Buy
36,690
+20,048
+120% +$61K ﹤0.01% 4009
2024
Q1 		$41.6K Hold
16,642
– – ﹤0.01% 4099
2023
Q4 		$85.2K Sell
16,642
-5,917
-26% -$18.8K ﹤0.01% 4112
2023
Q3 		$56.8K Hold
22,559
– – ﹤0.01% 4153
2023
Q2 		$46K Sell
22,559
-7,700
-25% -$16K ﹤0.01% 4189
2023
Q1 		$62K Hold
30,259
– – ﹤0.01% 4158
2022
Q4 		$62K Hold
30,259
– – ﹤0.01% 4201
2022
Q3 		$70K Buy
30,259
+5,134
+20% +$14.7K ﹤0.01% 4267
2022
Q2 		$82K Buy
+25,125
New +$81K ﹤0.01% 4267

Other funds holding OPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon's OPFI Position: Q2 2026 in Review

Bank of New York Mellon increased its OppFi (OPFI) stake by 9.6% in Q2 2026, buying an estimated $68.3K and bringing the position to 89,743 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

Bank of New York Mellon first reported a position in OPFI in Q2 2022 and has held it in 17 quarters since. 80 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Bank of New York Mellon held 89,743 shares of OppFi worth $891K as of Q2 2026.
  • Bank of New York Mellon bought 7,887 OppFi shares in Q2 2026, an estimated $68.3K.
  • OppFi made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3435 holding.
  • Bank of New York Mellon first reported a position in OppFi in Q2 2022 and has held it in 17 quarters since.
  • 80 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.