HighTower Advisors
OPFI icon

HighTower Advisors’s OppFi OPFI Stock Holding History

HighTower 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
Q1 		$205K Sell
26,604
-1,496
-5% -$13.7K ﹤0.01% 3463
2025
Q4 		$294K Sell
28,100
-54,800
-66% -$556K ﹤0.01% 3064
2025
Q3 		$939K Buy
82,900
+25,986
+46% +$292K ﹤0.01% 2149
2025
Q2 		$796K Buy
+56,914
New +$640K ﹤0.01% 2171

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

HighTower Advisors's OPFI Position: Q1 2026 in Review

HighTower Advisors reduced its OppFi (OPFI) stake by 5.3% in Q1 2026, selling an estimated $13.7K and leaving 26,604 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

HighTower Advisors first reported a position in OPFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $939K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • HighTower Advisors held 26,604 shares of OppFi worth $205K as of Q1 2026.
  • HighTower Advisors sold 1,496 OppFi shares in Q1 2026, an estimated $13.7K.
  • OppFi made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3463 holding.
  • HighTower Advisors first reported a position in OppFi in Q2 2025 and has held it in 4 quarters since.
  • HighTower Advisors's OppFi position peaked at $939K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.