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Clearstead Advisors’s OppFi OPFI Stock Holding History

Clearstead 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 		$30 Buy
+3
New +$26 ﹤0.01% 3550

Other funds holding OPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's OPFI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OppFi (OPFI) in Q2 2026: 3 shares worth $30. The stake represents ﹤0.01% of the portfolio and ranks #3550 among its holdings.

60 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Clearstead Advisors held 3 shares of OppFi worth $30 as of Q2 2026.
  • OppFi was a new Clearstead Advisors position in Q2 2026.
  • OppFi made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3550 holding.
  • 60 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.