Fidelity Investments
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Fidelity Investments’s OppFi OPFI Stock Holding History

Fidelity Investments’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
Q1 		$28.2K Buy
3,657
+615
+20% +$5.63K ﹤0.01% 4371
2025
Q4 		$31.8K Buy
3,042
+1,447
+91% +$14.7K ﹤0.01% 4291
2025
Q3 		$18.1K Sell
1,595
-211
-12% -$2.37K ﹤0.01% 4394
2025
Q2 		$25.3K Sell
1,806
-64
-3% -$719 ﹤0.01% 4198
2025
Q1 		$17.4K Buy
1,870
+327
+21% +$3.64K ﹤0.01% 4280
2024
Q4 		$11.8K Sell
1,543
-406
-21% -$2.56K ﹤0.01% 4405
2024
Q3 		$9.22K Buy
1,949
+532
+38% +$2.21K ﹤0.01% 4451
2024
Q2 		$4.8K Hold
1,417
– – ﹤0.01% 4558
2024
Q1 		$3.54K Sell
1,417
-31
-2% -$105 ﹤0.01% 4598
2023
Q4 		$7.41K Buy
1,448
+168
+13% +$535 ﹤0.01% 4335
2023
Q3 		$3.23K Sell
1,280
-229
-15% -$533 ﹤0.01% 4432
2023
Q2 		$3.08K Buy
1,509
+287
+23% +$597 ﹤0.01% 4488
2023
Q1 		$2.5K Buy
1,222
+701
+135% +$1.47K ﹤0.01% 4572
2022
Q4 		$1.07K Sell
521
-662
-56% -$1.49K ﹤0.01% 4639
2022
Q3 		$3K Buy
1,183
+853
+258% +$2.43K ﹤0.01% 4478
2022
Q2 		$1K Buy
+330
New +$1.06K ﹤0.01% 4766

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments's OPFI Position: Q1 2026 in Review

Fidelity Investments increased its OppFi (OPFI) stake by 20% in Q1 2026, buying an estimated $5.63K and bringing the position to 3,657 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Fidelity Investments first reported a position in OPFI in Q2 2022 and has held it in 16 quarters since. The position peaked at $31.8K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Fidelity Investments held 3,657 shares of OppFi worth $28.2K as of Q1 2026.
  • Fidelity Investments bought 615 OppFi shares in Q1 2026, an estimated $5.63K.
  • OppFi made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4371 holding.
  • Fidelity Investments first reported a position in OppFi in Q2 2022 and has held it in 16 quarters since.
  • Fidelity Investments's OppFi position peaked at $31.8K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.