Diversify Advisory Services’s OP Bancorp OPBK Stock Holding History

Diversify Advisory Services’s Portfolio OPBK Stock Details OPBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,834,341	Closed	-$27.2M	–	652
2025 Q4	$27.2M	Sell	1,834,341 -6,600	-0.4%	-$90.2K	0.86%	25
2025 Q3	$24.6M	Buy	1,840,941 +1,090,687	+145%	+$15.1M	0.83%	23
2025 Q2	$10.3M	Buy	750,254 +13,654	+2%	+$166K	0.39%	43
2025 Q1	$9.31M	Hold	736,600	–	–	0.58%	29
2024 Q4	$10.8M	Hold	736,600	–	–	0.59%	27
2024 Q3	$9.8M	Sell	736,600 -900	-0.1%	-$10.7K	0.53%	33
2024 Q2	$7.04M	Hold	737,500	–	–	0.39%	46
2024 Q1	$7.35M	Buy	+737,500	New	+$7.7M	0.43%	45

Other funds holding OPBK

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

Diversify Advisory Services's OPBK Position: Q1 2026 in Review

Diversify Advisory Services sold out of OP Bancorp (OPBK) in Q1 2026, closing a stake of 1,834,341 shares — an estimated $27.2M sold.

Diversify Advisory Services first reported a position in OPBK in Q1 2024 and held it in 8 quarters. The position peaked at $27.2M in Q4 2025. 96 funds tracked by Wall St. Rank hold OPBK as of Q1 2026.

Diversify Advisory Services reported no remaining OP Bancorp position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 1,834,341 OP Bancorp shares in Q1 2026, an estimated $27.2M.
Diversify Advisory Services first reported a position in OP Bancorp in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's OP Bancorp position peaked at $27.2M in Q4 2025.
96 funds tracked by Wall St. Rank held OP Bancorp as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.