Kovitz Investment Group Partners’s OppFi OPFI Stock Holding History

Kovitz Investment Group Partners’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	-40,105	Closed	-$561K	–	1460
2025 Q2	$561K	Buy	+40,105	New	+$451K	﹤0.01%	941

Other funds holding OPFI

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Kovitz Investment Group Partners's OPFI Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of OppFi (OPFI) in Q3 2025, closing a stake of 40,105 shares — an estimated $561K sold.

Kovitz Investment Group Partners first reported a position in OPFI in Q2 2025 and held it in 1 quarter. The position peaked at $561K in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

Kovitz Investment Group Partners reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 40,105 OppFi shares in Q3 2025, an estimated $561K.
Kovitz Investment Group Partners first reported a position in OppFi in Q2 2025 and held it in 1 quarter.
Kovitz Investment Group Partners's OppFi position peaked at $561K in Q2 2025.
147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.