Corient Private Wealth’s OppFi OPFI Stock Holding History

Corient Private Wealth’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 Q4	–	Sell	-15,000	Closed	-$170K	–	2807
2025 Q3	$170K	Sell	15,000 -1,649	-10%	-$18.5K	﹤0.01%	2378
2025 Q2	$233K	Buy	+16,649	New	+$187K	﹤0.01%	2142

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Corient Private Wealth's OPFI Position: Q4 2025 in Review

Corient Private Wealth sold out of OppFi (OPFI) in Q4 2025, closing a stake of 15,000 shares — an estimated $170K sold.

Corient Private Wealth first reported a position in OPFI in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q2 2025. 142 funds tracked by Wall St. Rank hold OPFI as of Q4 2025.

Corient Private Wealth reported no remaining OppFi position as of Q4 2025 after selling out during the quarter.
Corient Private Wealth sold 15,000 OppFi shares in Q4 2025, an estimated $170K.
Corient Private Wealth first reported a position in OppFi in Q2 2025 and held it in 2 quarters.
Corient Private Wealth's OppFi position peaked at $233K in Q2 2025.
142 funds tracked by Wall St. Rank held OppFi as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.