Invesco
OPFI icon

Invesco’s OppFi OPFI Stock Holding History

Invesco’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 		$162K Sell
16,271
-5,318
-25% -$46K ﹤0.01% 3642
2026
Q1 		$166K Sell
21,589
-26,991
-56% -$247K ﹤0.01% 3534
2025
Q4 		$508K Buy
48,580
+11,338
+30% +$115K ﹤0.01% 3192
2025
Q3 		$422K Buy
37,242
+5,716
+18% +$64.2K ﹤0.01% 3300
2025
Q2 		$441K Buy
31,526
+7,051
+29% +$79.2K ﹤0.01% 3210
2025
Q1 		$228K Buy
24,475
+11,954
+95% +$133K ﹤0.01% 3457
2024
Q4 		$95.9K Buy
12,521
+161
+1% +$1.02K ﹤0.01% 3629
2024
Q3 		$58.5K Sell
12,360
-43,501
-78% -$181K ﹤0.01% 3671
2024
Q2 		$189K Buy
55,861
+44,089
+375% +$134K ﹤0.01% 3636
2024
Q1 		$29.4K Sell
11,772
-24,808
-68% -$84.3K ﹤0.01% 3829
2023
Q4 		$187K Buy
36,580
+25,655
+235% +$81.7K ﹤0.01% 3583
2023
Q3 		$27.5K Hold
10,925
– – ﹤0.01% 3841
2023
Q2 		$22.3K Sell
10,925
-2,104
-16% -$4.37K ﹤0.01% 3854
2023
Q1 		$26.7K Sell
13,029
-25,803
-66% -$54.2K ﹤0.01% 3796
2022
Q4 		$79.6K Buy
38,832
+25,269
+186% +$56.9K ﹤0.01% 3857
2022
Q3 		$31K Hold
13,563
– – ﹤0.01% 3950
2022
Q2 		$45K Buy
+13,563
New +$43.7K ﹤0.01% 3981

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 40.89% 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

Invesco's OPFI Position: Q2 2026 in Review

Invesco reduced its OppFi (OPFI) stake by 25% in Q2 2026, selling an estimated $46K and leaving 16,271 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

Invesco first reported a position in OPFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $508K in Q4 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Invesco held 16,271 shares of OppFi worth $162K as of Q2 2026.
  • Invesco sold 5,318 OppFi shares in Q2 2026, an estimated $46K.
  • OppFi made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3642 holding.
  • Invesco first reported a position in OppFi in Q2 2022 and has held it in 17 quarters since.
  • Invesco's OppFi position peaked at $508K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.