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Larson Financial Group’s OppFi OPFI Stock Holding History

Larson Financial Group’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 		$1.36K Buy
137
+23
+20% +$199 ﹤0.01% 3223
2026
Q1 		$879 Buy
114
+14
+14% +$128 ﹤0.01% 3195
2025
Q4 		$1.05K Buy
100
+18
+22% +$183 ﹤0.01% 2941
2025
Q3 		$929 Buy
82
+7
+9% +$79 ﹤0.01% 2945
2025
Q2 		$1.05K Buy
75
+22
+42% +$247 ﹤0.01% 2636
2025
Q1 		$493 Buy
+53
New +$590 ﹤0.01% 2578

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
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
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Larson Financial Group's OPFI Position: Q2 2026 in Review

Larson Financial Group increased its OppFi (OPFI) stake by 20% in Q2 2026, buying an estimated $199 and bringing the position to 137 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Larson Financial Group first reported a position in OPFI in Q1 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Larson Financial Group held 137 shares of OppFi worth $1.36K as of Q2 2026.
  • Larson Financial Group bought 23 OppFi shares in Q2 2026, an estimated $199.
  • OppFi made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3223 holding.
  • Larson Financial Group first reported a position in OppFi in Q1 2025 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.