IFP Advisors
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
Q3 		$12 Hold
2
– – ﹤0.01% 5165
2026
Q2 		$20 Hold
2
– – ﹤0.01% 5072
2026
Q1 		$15 Buy
+2
New +$18 ﹤0.01% 4941
2025
Q1 		– Hold
0
– – – 4081
2024
Q4 		– Hold
0
– – – 4374

Other funds holding OPFI

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Northland Securities
Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors's OPFI Position: Q3 2026 in Review

IFP Advisors held its OppFi (OPFI) position steady in Q3 2026 at 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #5165.

IFP Advisors first reported a position in OPFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $20 in Q2 2026. 33 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • IFP Advisors held 2 shares of OppFi worth $12 as of Q3 2026.
  • IFP Advisors left its OppFi share count unchanged in Q3 2026.
  • OppFi made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5165 holding.
  • IFP Advisors first reported a position in OppFi in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's OppFi position peaked at $20 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

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