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Elgethun Capital Management’s OppFi OPFI Stock Holding History

Elgethun Capital 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
2025
Q1 		– Sell
-525,378
Closed -$4.02M – 158
2024
Q4 		$4.02M Sell
525,378
-98,269
-16% -$620K 0.98% 28
2024
Q3 		$2.95M Sell
623,647
-1,204
-0.2% -$5K 0.69% 38
2024
Q2 		$2.12M Sell
624,851
-53,542
-8% -$163K 0.53% 43
2024
Q1 		$1.7M Sell
678,393
-12,422
-2% -$42.2K 0.43% 44
2023
Q4 		$3.53M Sell
690,815
-51,551
-7% -$164K 1% 30
2023
Q3 		$1.88M Buy
742,366
+2,551
+0.3% +$5.94K 0.57% 44
2023
Q2 		$1.51M Buy
739,815
+63,876
+9% +$133K 0.45% 47
2023
Q1 		$1.4M Sell
675,939
-21,554
-3% -$45.3K 0.44% 51
2022
Q4 		$1.4M Sell
697,493
-35,106
-5% -$79.1K 0.51% 47
2022
Q3 		$1.69M Buy
732,599
+35,619
+5% +$102K 0.67% 45
2022
Q2 		$2.25M Buy
696,980
+8,541
+1% +$27.5K 0.87% 39
2022
Q1 		$2.36M Buy
688,439
+88,782
+15% +$376K 0.8% 41
2021
Q4 		$2.83M Buy
599,657
+158,399
+36% +$954K 0.99% 36
2021
Q3 		$3.47M Buy
+441,258
New +$3.88M 1.2% 27

Other funds holding OPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Elgethun Capital Management's OPFI Position: Q1 2025 in Review

Elgethun Capital Management sold out of OppFi (OPFI) in Q1 2025, closing a stake of 525,378 shares — an estimated $4.02M sold.

Elgethun Capital Management first reported a position in OPFI in Q3 2021 and held it in 14 quarters. The position peaked at $4.02M in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

  • Elgethun Capital Management reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
  • Elgethun Capital Management sold 525,378 OppFi shares in Q1 2025, an estimated $4.02M.
  • Elgethun Capital Management first reported a position in OppFi in Q3 2021 and held it in 14 quarters.
  • Elgethun Capital Management's OppFi position peaked at $4.02M in Q4 2024.
  • 129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Elgethun Capital Management's 13F filing for Q1 2025, filed 9 May 2025.