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Integrated Wealth Concepts’s OppFi OPFI Stock Holding History

Integrated Wealth Concepts’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 		$2.15K Buy
+216
New +$1.87K ﹤0.01% 5334

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Concepts's OPFI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in OppFi (OPFI) in Q2 2026: 216 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #5334 among its holdings.

145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Integrated Wealth Concepts held 216 shares of OppFi worth $2.15K as of Q2 2026.
  • OppFi was a new Integrated Wealth Concepts position in Q2 2026.
  • OppFi made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5334 holding.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.