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 Q2	$110K	Sell	11,037 -6,008	-35%	-$52K	﹤0.01%	1015
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Great Valley Advisor Group's OPFI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its OppFi (OPFI) stake by 35% in Q2 2026, selling an estimated $52K and leaving 11,037 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Great Valley Advisor Group first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q2 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Great Valley Advisor Group held 11,037 shares of OppFi worth $110K as of Q2 2026.
Great Valley Advisor Group sold 6,008 OppFi shares in Q2 2026, an estimated $52K.
OppFi made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #1015 holding.
Great Valley Advisor Group first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
Great Valley Advisor Group's OppFi position peaked at $348K in Q2 2025.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.