Larson Financial Group
OPFI icon

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
Q3 		$1.08K Buy
179
+42
+31% +$338 ﹤0.01% 3402
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

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Larson Financial Group's OPFI Position: Q3 2026 in Review

Larson Financial Group increased its OppFi (OPFI) stake by 31% in Q3 2026, buying an estimated $338 and bringing the position to 179 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Larson Financial Group first reported a position in OPFI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.36K in Q2 2026. 56 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • Larson Financial Group held 179 shares of OppFi worth $1.08K as of Q3 2026.
  • Larson Financial Group bought 42 OppFi shares in Q3 2026, an estimated $338.
  • OppFi made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3402 holding.
  • Larson Financial Group first reported a position in OppFi in Q1 2025 and has held it in 7 quarters since.
  • Larson Financial Group's OppFi position peaked at $1.36K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.