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
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 $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

Cetera Investment Advisers's OPFI Position: Q1 2026 in Review

Cetera Investment Advisers increased its OppFi (OPFI) stake by 25% in Q1 2026, buying an estimated $55.3K and bringing the position to 30,491 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

Cetera Investment Advisers first reported a position in OPFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Cetera Investment Advisers held 30,491 shares of OppFi worth $235K as of Q1 2026.
  • Cetera Investment Advisers bought 6,041 OppFi shares in Q1 2026, an estimated $55.3K.
  • OppFi made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4171 holding.
  • Cetera Investment Advisers first reported a position in OppFi in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's OppFi position peaked at $256K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.