IFG
OPTU

Independent Financial Group’s Optimum Communications Inc OPTU Stock Holding History

Independent Financial Group’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,280
Closed -$96.5K – 1293
2025
Q1 		$96.5K Sell
36,280
-7,820
-18% -$21.1K ﹤0.01% 1147
2024
Q4 		$106K Sell
44,100
-1,045
-2% -$2.61K ﹤0.01% 1132
2024
Q3 		$111K Sell
45,145
-3,800
-8% -$7.34K ﹤0.01% 1101
2024
Q2 		$99.8K Sell
48,945
-15,520
-24% -$34.5K ﹤0.01% 1054
2024
Q1 		$168K Buy
64,465
+5,470
+9% +$13.8K 0.01% 971
2023
Q4 		$192K Sell
58,995
-2,255
-4% -$5.91K 0.01% 899
2023
Q3 		$200K Buy
61,250
+15,000
+32% +$48.4K 0.01% 835
2023
Q2 		$140K Buy
46,250
+16,030
+53% +$45.5K 0.01% 834
2023
Q1 		$103K Buy
+30,220
New +$128K 0.01% 806
2022
Q4 		– Sell
-23,700
Closed -$138K – 782
2022
Q3 		$138K Buy
23,700
+2,240
+10% +$21.5K 0.01% 697
2022
Q2 		$199K Buy
21,460
+7,430
+53% +$77.8K 0.02% 642
2022
Q1 		$175K Buy
+14,030
New +$187K 0.01% 739

Other funds holding OPTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Financial Group's OPTU Position: Q2 2025 in Review

Independent Financial Group sold out of Optimum Communications Inc (OPTU) in Q2 2025, closing a stake of 36,280 shares — an estimated $96.5K sold.

Independent Financial Group first reported a position in OPTU in Q1 2022 and held it in 12 quarters. The position peaked at $200K in Q3 2023. 166 funds tracked by Wall St. Rank hold OPTU as of Q2 2025.

  • Independent Financial Group reported no remaining Optimum Communications Inc position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 36,280 Optimum Communications Inc shares in Q2 2025, an estimated $96.5K.
  • Independent Financial Group first reported a position in Optimum Communications Inc in Q1 2022 and held it in 12 quarters.
  • Independent Financial Group's Optimum Communications Inc position peaked at $200K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.