Independent Financial Group’s OppFi OPFI Stock Holding History

Independent Financial 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
2025 Q1	–	Sell	-23,303	Closed	-$179K	–	1240
2024 Q4	$179K	Buy	+23,303	New	+$147K	0.01%	1110

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Independent Financial Group's OPFI Position: Q1 2025 in Review

Independent Financial Group sold out of OppFi (OPFI) in Q1 2025, closing a stake of 23,303 shares — an estimated $179K sold.

Independent Financial Group first reported a position in OPFI in Q4 2024 and held it in 1 quarter. The position peaked at $179K in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

Independent Financial Group reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 23,303 OppFi shares in Q1 2025, an estimated $179K.
Independent Financial Group first reported a position in OppFi in Q4 2024 and held it in 1 quarter.
Independent Financial Group's OppFi position peaked at $179K in Q4 2024.
129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.