Janney Montgomery Scott’s OppFi OPFI Stock Holding History

Janney Montgomery Scott’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
2025 Q1	–	Sell	-33,900	Closed	-$260K	–	2811
2024 Q4	$260K	Sell	33,900 -18,579	-35%	-$117K	﹤0.01%	2399
2024 Q3	$248K	Buy	+52,479	New	+$218K	﹤0.01%	2404

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Janney Montgomery Scott's OPFI Position: Q1 2025 in Review

Janney Montgomery Scott sold out of OppFi (OPFI) in Q1 2025, closing a stake of 33,900 shares — an estimated $260K sold.

Janney Montgomery Scott first reported a position in OPFI in Q3 2024 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

Janney Montgomery Scott reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
Janney Montgomery Scott sold 33,900 OppFi shares in Q1 2025, an estimated $260K.
Janney Montgomery Scott first reported a position in OppFi in Q3 2024 and held it in 2 quarters.
Janney Montgomery Scott's OppFi position peaked at $260K in Q4 2024.
129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.