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 Q2	$1.88M	Buy	189,253 +13,206	+8%	+$114K	0.01%	1403
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 $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kestra Advisory Services's OPFI Position: Q2 2026 in Review

Kestra Advisory Services increased its OppFi (OPFI) stake by 7.5% in Q2 2026, buying an estimated $114K and bringing the position to 189,253 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1403.

Kestra Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Kestra Advisory Services held 189,253 shares of OppFi worth $1.88M as of Q2 2026.
Kestra Advisory Services bought 13,206 OppFi shares in Q2 2026, an estimated $114K.
OppFi made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1403 holding.
Kestra Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.