Creative Planning’s OppFi OPFI Stock Holding History

Creative Planning’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 Q3	–	Sell	-13,418	Closed	-$188K	–	3985
2025 Q2	$188K	Buy	+13,418	New	+$151K	﹤0.01%	3245

Other funds holding OPFI

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Creative Planning's OPFI Position: Q3 2025 in Review

Creative Planning sold out of OppFi (OPFI) in Q3 2025, closing a stake of 13,418 shares — an estimated $188K sold.

Creative Planning first reported a position in OPFI in Q2 2025 and held it in 1 quarter. The position peaked at $188K in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

Creative Planning reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 13,418 OppFi shares in Q3 2025, an estimated $188K.
Creative Planning first reported a position in OppFi in Q2 2025 and held it in 1 quarter.
Creative Planning's OppFi position peaked at $188K in Q2 2025.
147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.