IFP Advisors’s OP Bancorp OPBK Stock Holding History

IFP Advisors’s Portfolio OPBK Stock Details OPBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05K	Buy	70 +28	+67%	+$428	﹤0.01%	4472
2026 Q2	$630	Buy	42 +41	+4,100%	+$583	﹤0.01%	4630
2026 Q1	$13	Hold	1	–	–	﹤0.01%	4949
2025 Q4	$14	Hold	1	–	–	﹤0.01%	4823
2025 Q3	$14	Buy	+1	New	+$14	﹤0.01%	4775

Other funds holding OPBK

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's OPBK Position: Q3 2026 in Review

IFP Advisors increased its OP Bancorp (OPBK) stake by 67% in Q3 2026, buying an estimated $428 and bringing the position to 70 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4472.

IFP Advisors first reported a position in OPBK in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold OPBK as of Q3 2026.

IFP Advisors held 70 shares of OP Bancorp worth $1.05K as of Q3 2026.
IFP Advisors bought 28 OP Bancorp shares in Q3 2026, an estimated $428.
OP Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4472 holding.
IFP Advisors first reported a position in OP Bancorp in Q3 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held OP Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.