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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
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 $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

Blue Bell Private Wealth Management's OPFI Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its OppFi (OPFI) position steady in Q1 2026 at 1,330 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Blue Bell Private Wealth Management first reported a position in OPFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $16K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,330 shares of OppFi worth $10.3K as of Q1 2026.
  • Blue Bell Private Wealth Management left its OppFi share count unchanged in Q1 2026.
  • OppFi made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #569 holding.
  • Blue Bell Private Wealth Management first reported a position in OppFi in Q1 2025 and has held it in 5 quarters since.
  • Blue Bell Private Wealth Management's OppFi position peaked at $16K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.