Cetera Investment Advisers
OPFI icon

Cetera Investment Advisers’s OppFi OPFI Stock Holding History

Cetera Investment Advisers’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 		$330K Buy
33,204
+2,713
+9% +$23.5K ﹤0.01% 4072
2026
Q1 		$235K Buy
30,491
+6,041
+25% +$55.3K ﹤0.01% 4171
2025
Q4 		$256K Buy
24,450
+3,875
+19% +$39.3K ﹤0.01% 4040
2025
Q3 		$233K Buy
20,575
+5,874
+40% +$66K ﹤0.01% 4044
2025
Q2 		$206K Buy
+14,701
New +$165K ﹤0.01% 3708

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

Cetera Investment Advisers's OPFI Position: Q2 2026 in Review

Cetera Investment Advisers increased its OppFi (OPFI) stake by 8.9% in Q2 2026, buying an estimated $23.5K and bringing the position to 33,204 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Cetera Investment Advisers first reported a position in OPFI in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Cetera Investment Advisers held 33,204 shares of OppFi worth $330K as of Q2 2026.
  • Cetera Investment Advisers bought 2,713 OppFi shares in Q2 2026, an estimated $23.5K.
  • OppFi made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4072 holding.
  • Cetera Investment Advisers first reported a position in OppFi in Q2 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.