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Blue Bell Private Wealth Management’s OppFi OPFI Stock Holding History

Blue Bell Private Wealth Management’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 		$13.2K Hold
1,330
– – ﹤0.01% 563
2026
Q1 		$10.3K Hold
1,330
– – ﹤0.01% 569
2025
Q4 		$13.9K Sell
1,330
-81
-6% -$822 ﹤0.01% 523
2025
Q3 		$16K Buy
1,411
+367
+35% +$4.12K ﹤0.01% 503
2025
Q2 		$14.6K Buy
1,044
+451
+76% +$5.07K ﹤0.01% 495
2025
Q1 		$5.51K Buy
+593
New +$6.61K ﹤0.01% 566

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Blue Bell Private Wealth Management's OPFI Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its OppFi (OPFI) position steady in Q2 2026 at 1,330 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Blue Bell Private Wealth Management first reported a position in OPFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q3 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,330 shares of OppFi worth $13.2K as of Q2 2026.
  • Blue Bell Private Wealth Management left its OppFi share count unchanged in Q2 2026.
  • OppFi made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Blue Bell Private Wealth Management first reported a position in OppFi in Q1 2025 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's OppFi position peaked at $16K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.