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Brendel Financial Advisors’s OppFi OPFI Stock Holding History

Brendel Financial Advisors’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
2025
Q3 		– Sell
-19,640
Closed -$275K – 118
2025
Q2 		$275K Buy
19,640
+8,710
+80% +$97.9K 0.15% 85
2025
Q1 		$102K Sell
10,930
-10,789
-50% -$120K 0.06% 90
2024
Q4 		$166K Sell
21,719
-395
-2% -$2.49K 0.1% 88
2024
Q3 		$105K Buy
+22,114
New +$91.8K 0.06% 93

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Brendel Financial Advisors's OPFI Position: Q3 2025 in Review

Brendel Financial Advisors sold out of OppFi (OPFI) in Q3 2025, closing a stake of 19,640 shares — an estimated $275K sold.

Brendel Financial Advisors first reported a position in OPFI in Q3 2024 and held it in 4 quarters. The position peaked at $275K in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

  • Brendel Financial Advisors reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 19,640 OppFi shares in Q3 2025, an estimated $275K.
  • Brendel Financial Advisors first reported a position in OppFi in Q3 2024 and held it in 4 quarters.
  • Brendel Financial Advisors's OppFi position peaked at $275K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.