BOK Financial Private Wealth’s OppFi OPFI Stock Holding History

BOK Financial Private 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 Q2	$606	Hold	61	–	–	﹤0.01%	739
2026 Q1	$471	Buy	+61	New	+$558	﹤0.01%	421

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BOK Financial Private Wealth's OPFI Position: Q2 2026 in Review

BOK Financial Private Wealth held its OppFi (OPFI) position steady in Q2 2026 at 61 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #739.

BOK Financial Private Wealth first reported a position in OPFI in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

BOK Financial Private Wealth held 61 shares of OppFi worth $606 as of Q2 2026.
BOK Financial Private Wealth left its OppFi share count unchanged in Q2 2026.
OppFi made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #739 holding.
BOK Financial Private Wealth first reported a position in OppFi in Q1 2026 and has held it in 2 quarters since.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.