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Kestra Private Wealth Services’s OppFi OPFI Stock Holding History

Kestra Private Wealth 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
2025
Q3 		– Sell
-37,273
Closed -$521K – 1732
2025
Q2 		$521K Buy
37,273
+9,209
+33% +$103K 0.01% 1020
2025
Q1 		$261K Buy
+28,064
New +$313K ﹤0.01% 1264

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kestra Private Wealth Services's OPFI Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of OppFi (OPFI) in Q3 2025, closing a stake of 37,273 shares — an estimated $521K sold.

Kestra Private Wealth Services first reported a position in OPFI in Q1 2025 and held it in 2 quarters. The position peaked at $521K in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 37,273 OppFi shares in Q3 2025, an estimated $521K.
  • Kestra Private Wealth Services first reported a position in OppFi in Q1 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's OppFi position peaked at $521K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.