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 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

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

Farther Finance Advisors's OPFI Position: Q2 2026 in Review

Farther Finance Advisors increased its OppFi (OPFI) stake by 137% in Q2 2026, buying an estimated $225 and bringing the position to 45 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #5555.

Farther Finance Advisors first reported a position in OPFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.48K in Q2 2025. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Farther Finance Advisors held 45 shares of OppFi worth $447 as of Q2 2026.
Farther Finance Advisors bought 26 OppFi shares in Q2 2026, an estimated $225.
OppFi made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5555 holding.
Farther Finance Advisors first reported a position in OppFi in Q4 2024 and has held it in 6 quarters since.
Farther Finance Advisors's OppFi position peaked at $9.48K in Q2 2025.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.