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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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's OPFI Position: Q1 2026 in Review

Larson Financial Group increased its OppFi (OPFI) stake by 14% in Q1 2026, buying an estimated $128 and bringing the position to 114 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Larson Financial Group first reported a position in OPFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Larson Financial Group held 114 shares of OppFi worth $879 as of Q1 2026.
  • Larson Financial Group bought 14 OppFi shares in Q1 2026, an estimated $128.
  • OppFi made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3195 holding.
  • Larson Financial Group first reported a position in OppFi in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's OppFi position peaked at $1.05K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.