FFA
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Farther Finance Advisors’s OppFi OPFI Stock Holding History

Farther Finance 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
Q3 		$7.91K Buy
1,311
+1,266
+2,813% +$10.2K ﹤0.01% 4760
2026
Q2 		$447 Buy
45
+26
+137% +$225 ﹤0.01% 5555
2026
Q1 		$144 Buy
19
+4
+27% +$37 ﹤0.01% 5474
2025
Q4 		$157 Sell
15
-308
-95% -$3.12K ﹤0.01% 5245
2025
Q3 		$3.66K Sell
323
-355
-52% -$3.99K ﹤0.01% 3897
2025
Q2 		$9.48K Buy
+678
New +$7.62K ﹤0.01% 3104
2025
Q1 		– Sell
-512
Closed -$3.92K – 4380
2024
Q4 		$3.92K Buy
+512
New +$3.23K ﹤0.01% 2760

Other funds holding OPFI

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's OPFI Position: Q3 2026 in Review

Farther Finance Advisors increased its OppFi (OPFI) stake by 2,813% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,311 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4760.

Farther Finance Advisors first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.48K in Q2 2025. 6 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • Farther Finance Advisors held 1,311 shares of OppFi worth $7.91K as of Q3 2026.
  • Farther Finance Advisors bought 1,266 OppFi shares in Q3 2026, an estimated $10.2K.
  • OppFi made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4760 holding.
  • Farther Finance Advisors first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's OppFi position peaked at $9.48K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.