GVAG
OPFI icon

Great Valley Advisor Group’s OppFi OPFI Stock Holding History

Great Valley Advisor Group’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 		$131K Sell
17,045
-5,662
-25% -$51.8K ﹤0.01% 971
2025
Q4 		$238K Sell
22,707
-1,382
-6% -$14K ﹤0.01% 842
2025
Q3 		$273K Sell
24,089
-806
-3% -$9.05K 0.01% 793
2025
Q2 		$348K Buy
24,895
+1,423
+6% +$16K 0.01% 707
2025
Q1 		$218K Buy
23,472
+11,601
+98% +$129K ﹤0.01% 810
2024
Q4 		$90.9K Buy
+11,871
New +$75K ﹤0.01% 829

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

Great Valley Advisor Group's OPFI Position: Q1 2026 in Review

Great Valley Advisor Group reduced its OppFi (OPFI) stake by 25% in Q1 2026, selling an estimated $51.8K and leaving 17,045 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Great Valley Advisor Group first reported a position in OPFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $348K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Great Valley Advisor Group held 17,045 shares of OppFi worth $131K as of Q1 2026.
  • Great Valley Advisor Group sold 5,662 OppFi shares in Q1 2026, an estimated $51.8K.
  • OppFi made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #971 holding.
  • Great Valley Advisor Group first reported a position in OppFi in Q4 2024 and has held it in 6 quarters since.
  • Great Valley Advisor Group's OppFi position peaked at $348K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.