EverSource Wealth Advisors’s OppFi OPFI Stock Holding History

EverSource Wealth Advisors’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	$1.45K	Buy	146 +144	+7,200%	+$1.25K	﹤0.01%	3846
2026 Q1	$15	Hold	2	–	–	﹤0.01%	4365
2025 Q4	$21	Hold	2	–	–	﹤0.01%	4219
2025 Q3	$23	Hold	2	–	–	﹤0.01%	4280
2025 Q2	$28	Sell	2 -11	-85%	-$124	﹤0.01%	4214
2025 Q1	$121	Buy	13 +11	+550%	+$123	﹤0.01%	3793
2024 Q4	$15	Buy	+2	New	+$13	﹤0.01%	3722

Other funds holding OPFI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

EverSource Wealth Advisors's OPFI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OppFi (OPFI) stake by 7,200% in Q2 2026, buying an estimated $1.25K and bringing the position to 146 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

EverSource Wealth Advisors first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

EverSource Wealth Advisors held 146 shares of OppFi worth $1.45K as of Q2 2026.
EverSource Wealth Advisors bought 144 OppFi shares in Q2 2026, an estimated $1.25K.
OppFi made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3846 holding.
EverSource Wealth Advisors first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.