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 Q3	$1.21M	Buy	200,507 +11,254	+6%	+$90.5K	﹤0.01%	1816
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

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Kestra Advisory Services's OPFI Position: Q3 2026 in Review

Kestra Advisory Services increased its OppFi (OPFI) stake by 5.9% in Q3 2026, buying an estimated $90.5K and bringing the position to 200,507 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Kestra Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2026. 34 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

Kestra Advisory Services held 200,507 shares of OppFi worth $1.21M as of Q3 2026.
Kestra Advisory Services bought 11,254 OppFi shares in Q3 2026, an estimated $90.5K.
OppFi made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1816 holding.
Kestra Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's OppFi position peaked at $1.88M in Q2 2026.
34 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.