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
Q3 		$107K Buy
17,745
+1,474
+9% +$11.9K ﹤0.01% 3741
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

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Invesco's OPFI Position: Q3 2026 in Review

Invesco increased its OppFi (OPFI) stake by 9.1% in Q3 2026, buying an estimated $11.9K and bringing the position to 17,745 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Invesco first reported a position in OPFI in Q2 2022 and has held it in 18 quarters since. The position peaked at $508K in Q4 2025. 88 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • Invesco held 17,745 shares of OppFi worth $107K as of Q3 2026.
  • Invesco bought 1,474 OppFi shares in Q3 2026, an estimated $11.9K.
  • OppFi made up ﹤0.01% of Invesco's portfolio in Q3 2026, its #3741 holding.
  • Invesco first reported a position in OppFi in Q2 2022 and has held it in 18 quarters since.
  • Invesco's OppFi position peaked at $508K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Invesco's 13F filing for Q3 2026, filed 12 Nov 2026.