James T. Borello
OPFI icon

James T. Borello’s OppFi OPFI Stock Holding History

James T. Borello’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 		$802 Sell
133
-471
-78% -$3.79K ﹤0.01% 1008
2026
Q2 		$6K Buy
+604
New +$5.23K ﹤0.01% 735

Other funds holding OPFI

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

James T. Borello's OPFI Position: Q3 2026 in Review

James T. Borello reduced its OppFi (OPFI) stake by 78% in Q3 2026, selling an estimated $3.79K and leaving 133 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

James T. Borello first reported a position in OPFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $6K in Q2 2026. 29 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • James T. Borello held 133 shares of OppFi worth $802 as of Q3 2026.
  • James T. Borello sold 471 OppFi shares in Q3 2026, an estimated $3.79K.
  • OppFi made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1008 holding.
  • James T. Borello first reported a position in OppFi in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello's OppFi position peaked at $6K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.