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Emerald Mutual Fund Advisers Trust’s OppFi OPFI Stock Holding History

Emerald Mutual Fund Advisers Trust’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 		$908K Buy
+91,433
New +$791K 0.03% 153
2021
Q4 		– Sell
-263,649
Closed -$2.07M – 226
2021
Q3 		$2.07M Buy
+263,649
New +$2.32M 0.07% 161

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

Emerald Mutual Fund Advisers Trust's OPFI Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust opened a new position in OppFi (OPFI) in Q2 2026: 91,433 shares worth $908K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Emerald Mutual Fund Advisers Trust previously reported a position in OPFI as recently as Q3 2021.

Emerald Mutual Fund Advisers Trust first reported a position in OPFI in Q3 2021 and has held it in 2 quarters since. The position peaked at $2.07M in Q3 2021. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Emerald Mutual Fund Advisers Trust held 91,433 shares of OppFi worth $908K as of Q2 2026.
  • OppFi was a new Emerald Mutual Fund Advisers Trust position in Q2 2026.
  • OppFi made up 0.03% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #153 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in OppFi in Q3 2021 and has held it in 2 quarters since.
  • Emerald Mutual Fund Advisers Trust's OppFi position peaked at $2.07M in Q3 2021.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.