Creative Planning
OPFI icon

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
2026
Q2 		$666K Buy
+67,083
New +$581K ﹤0.01% 2965
2025
Q3 		– Sell
-13,418
Closed -$188K – 3985
2025
Q2 		$188K Buy
+13,418
New +$151K ﹤0.01% 3245

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's OPFI Position: Q2 2026 in Review

Creative Planning opened a new position in OppFi (OPFI) in Q2 2026: 67,083 shares worth $666K. The stake represents ﹤0.01% of the portfolio and ranks #2965 among its holdings. This is a return to the name: Creative Planning previously reported a position in OPFI as recently as Q2 2025.

Creative Planning first reported a position in OPFI in Q2 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Creative Planning held 67,083 shares of OppFi worth $666K as of Q2 2026.
  • OppFi was a new Creative Planning position in Q2 2026.
  • OppFi made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2965 holding.
  • Creative Planning first reported a position in OppFi in Q2 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.