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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
Q2 		$471K Sell
49,967
-73
-0.1% -$632 0.01% 884
2026
Q1 		$460K Buy
+50,040
New +$458K 0.01% 835

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

Diversify Wealth Management's OPFI Position: Q2 2026 in Review

Diversify Wealth Management reduced its OppFi (OPFI) stake by 0.15% in Q2 2026, selling an estimated $632 and leaving 49,967 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #884.

Diversify Wealth Management first reported a position in OPFI in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Diversify Wealth Management held 49,967 shares of OppFi worth $471K as of Q2 2026.
  • Diversify Wealth Management sold 73 OppFi shares in Q2 2026, an estimated $632.
  • OppFi made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Diversify Wealth Management first reported a position in OppFi in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.