Family Management’s OppFi OPFI Stock Holding History

Family 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
2024 Q4	–	Sell	-53,672	Closed	-$254K	–	217
2024 Q3	$254K	Sell	53,672 -13,498	-20%	-$56K	0.04%	146
2024 Q2	$228K	Sell	67,170 -19,002	-22%	-$57.8K	0.04%	133
2024 Q1	$215K	Hold	86,172	–	–	0.04%	143
2023 Q4	$441K	Sell	86,172 -5,000	-5%	-$15.9K	0.09%	97
2023 Q3	$230K	Sell	91,172 -192,703	-68%	-$449K	0.05%	117
2023 Q2	$579K	Hold	283,875	–	–	0.13%	75
2023 Q1	$582K	Hold	283,875	–	–	0.13%	71
2022 Q4	$582K	Hold	283,875	–	–	0.14%	81
2022 Q3	$653K	Buy	+283,875	New	+$810K	0.17%	74

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Family Management's OPFI Position: Q4 2024 in Review

Family Management sold out of OppFi (OPFI) in Q4 2024, closing a stake of 53,672 shares — an estimated $254K sold.

Family Management first reported a position in OPFI in Q3 2022 and held it in 9 quarters. The position peaked at $653K in Q3 2022. 108 funds tracked by Wall St. Rank hold OPFI as of Q4 2024.

Family Management reported no remaining OppFi position as of Q4 2024 after selling out during the quarter.
Family Management sold 53,672 OppFi shares in Q4 2024, an estimated $254K.
Family Management first reported a position in OppFi in Q3 2022 and held it in 9 quarters.
Family Management's OppFi position peaked at $653K in Q3 2022.
108 funds tracked by Wall St. Rank held OppFi as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.