Diversify Advisory Services’s OppFi OPFI Stock Holding History

Diversify Advisory Services’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	–	Sell	-65,039	Closed	-$645K	–	653
2025 Q4	$645K	Sell	65,039 -256,597	-80%	-$2.6M	0.02%	526
2025 Q3	$3.23M	Buy	321,636 +159,895	+99%	+$1.8M	0.11%	146
2025 Q2	$1.75M	Buy	161,741 +105,741	+189%	+$1.19M	0.07%	210
2025 Q1	$531K	Buy	+56,000	New	+$624K	0.03%	351

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

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

Diversify Advisory Services sold out of OppFi (OPFI) in Q1 2026, closing a stake of 65,039 shares — an estimated $645K sold.

Diversify Advisory Services first reported a position in OPFI in Q1 2025 and held it in 4 quarters. The position peaked at $3.23M in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Diversify Advisory Services reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 65,039 OppFi shares in Q1 2026, an estimated $645K.
Diversify Advisory Services first reported a position in OppFi in Q1 2025 and held it in 4 quarters.
Diversify Advisory Services's OppFi position peaked at $3.23M in Q3 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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