Creative Financial Designs’s OppFi OPFI Stock Holding History

Creative Financial Designs’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	$9.48K	Hold	1,230	–	–	﹤0.01%	1429
2025 Q4	$12.9K	Hold	1,230	–	–	﹤0.01%	1294
2025 Q3	$13.9K	Hold	1,230	–	–	﹤0.01%	1266
2025 Q2	$17.2K	Hold	1,230	–	–	﹤0.01%	1180
2025 Q1	$11.4K	Hold	1,230	–	–	﹤0.01%	1253
2024 Q4	$9.42K	Hold	1,230	–	–	﹤0.01%	1268
2024 Q3	$5.82K	Hold	1,230	–	–	﹤0.01%	1336
2024 Q2	$4.17K	Hold	1,230	–	–	﹤0.01%	1356
2024 Q1	$3.08K	Hold	1,230	–	–	﹤0.01%	1416
2023 Q4	$6.3K	Hold	1,230	–	–	﹤0.01%	1214
2023 Q3	$3.1K	Hold	1,230	–	–	﹤0.01%	1269
2023 Q2	$2.51K	Hold	1,230	–	–	﹤0.01%	1281
2023 Q1	$2.52K	Hold	1,230	–	–	﹤0.01%	1230
2022 Q4	$2.52K	Hold	1,230	–	–	﹤0.01%	1136
2022 Q3	$3K	Hold	1,230	–	–	﹤0.01%	1126
2022 Q2	$4K	Hold	1,230	–	–	﹤0.01%	1055
2022 Q1	$4K	Hold	1,230	–	–	﹤0.01%	1080
2021 Q4	$6K	Buy	+1,230	New	+$7.41K	﹤0.01%	988

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Financial Designs's OPFI Position: Q1 2026 in Review

Creative Financial Designs held its OppFi (OPFI) position steady in Q1 2026 at 1,230 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Creative Financial Designs first reported a position in OPFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.2K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Creative Financial Designs held 1,230 shares of OppFi worth $9.48K as of Q1 2026.
Creative Financial Designs left its OppFi share count unchanged in Q1 2026.
OppFi made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1429 holding.
Creative Financial Designs first reported a position in OppFi in Q4 2021 and has held it in 18 quarters since.
Creative Financial Designs's OppFi position peaked at $17.2K in Q2 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.