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Diversify Wealth Management’s OppFi OPFI Stock Holding History

Diversify Wealth Management’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 		$460K Buy
+50,040
New +$458K 0.01% 835

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversify Wealth Management's OPFI Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in OppFi (OPFI) in Q1 2026: 50,040 shares worth $460K. The stake represents 0.01% of the portfolio and ranks #835 among its holdings.

146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Diversify Wealth Management held 50,040 shares of OppFi worth $460K as of Q1 2026.
  • OppFi was a new Diversify Wealth Management position in Q1 2026.
  • OppFi made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #835 holding.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.