Cambridge Investment Research Advisors’s OppFi OPFI Stock Holding History

Cambridge Investment Research 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
2026 Q2	$361K	Buy	36,311 +673	+2%	+$5.82K	﹤0.01%	3043
2026 Q1	$275K	Buy	35,638 +2,694	+8%	+$24.7K	﹤0.01%	3368
2025 Q4	$345K	Buy	32,944 +3,403	+12%	+$34.5K	﹤0.01%	3057
2025 Q3	$335K	Buy	29,541 +15,713	+114%	+$176K	﹤0.01%	3020
2025 Q2	$193K	Buy	+13,828	New	+$155K	﹤0.01%	3351
2025 Q1	–	Sell	-31,590	Closed	-$242K	–	3592
2024 Q4	$242K	Buy	+31,590	New	+$199K	﹤0.01%	3026

Other funds holding OPFI

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Cambridge Investment Research Advisors's OPFI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its OppFi (OPFI) stake by 1.9% in Q2 2026, buying an estimated $5.82K and bringing the position to 36,311 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Cambridge Investment Research Advisors first reported a position in OPFI in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Cambridge Investment Research Advisors held 36,311 shares of OppFi worth $361K as of Q2 2026.
Cambridge Investment Research Advisors bought 673 OppFi shares in Q2 2026, an estimated $5.82K.
OppFi made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3043 holding.
Cambridge Investment Research Advisors first reported a position in OppFi in Q4 2024 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.