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 Q2	$471K	Buy	+49,967	New	+$432K	0.01%	884
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 $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Diversify Advisory Services's OPFI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in OppFi (OPFI) in Q2 2026: 49,967 shares worth $471K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in OPFI as recently as Q4 2025.

Diversify Advisory Services first reported a position in OPFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.23M in Q3 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Diversify Advisory Services held 49,967 shares of OppFi worth $471K as of Q2 2026.
OppFi was a new Diversify Advisory Services position in Q2 2026.
OppFi made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #884 holding.
Diversify Advisory Services first reported a position in OppFi in Q1 2025 and has held it in 5 quarters since.
Diversify Advisory Services's OppFi position peaked at $3.23M in Q3 2025.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.