Kestra Advisory Services’s OppFi OPFI Stock Holding History

Kestra Advisory Services’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 Q1	$1.36M	Buy	176,047 +61,013	+53%	+$558K	0.01%	1533
2025 Q4	$1.2M	Buy	115,034 +9,982	+10%	+$101K	0.01%	1524
2025 Q3	$1.19M	Buy	+105,052	New	+$1.18M	0.01%	1479

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's OPFI Position: Q1 2026 in Review

Kestra Advisory Services increased its OppFi (OPFI) stake by 53% in Q1 2026, buying an estimated $558K and bringing the position to 176,047 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1533.

Kestra Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Kestra Advisory Services held 176,047 shares of OppFi worth $1.36M as of Q1 2026.
Kestra Advisory Services bought 61,013 OppFi shares in Q1 2026, an estimated $558K.
OppFi made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1533 holding.
Kestra Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.