IA
OPFI icon

IFP Advisors’s OppFi OPFI Stock Holding History

IFP 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
Q2 		$20 Hold
2
– – ﹤0.01% 5074
2026
Q1 		$15 Buy
+2
New +$18 ﹤0.01% 4941
2025
Q1 		– Hold
0
– – – 4081
2024
Q4 		– Hold
0
– – – 4374

Other funds holding OPFI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

IFP Advisors's OPFI Position: Q2 2026 in Review

IFP Advisors held its OppFi (OPFI) position steady in Q2 2026 at 2 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #5074.

IFP Advisors first reported a position in OPFI in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • IFP Advisors held 2 shares of OppFi worth $20 as of Q2 2026.
  • IFP Advisors left its OppFi share count unchanged in Q2 2026.
  • OppFi made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5074 holding.
  • IFP Advisors first reported a position in OppFi in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.