LB Partners’s OppFi OPFI Stock Holding History

LB 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
2026 Q3	$9M	Buy	1,492,500 +860,000	+136%	+$6.92M	5.85%	5
2026 Q2	$6.28M	Buy	632,500 +132,500	+27%	+$1.15M	4.28%	9
2026 Q1	$3.86M	Hold	500,000	–	–	3.46%	9
2025 Q4	$5.23M	Hold	500,000	–	–	4.83%	8
2025 Q3	$5.66M	Sell	500,000 -20,000	-4%	-$225K	3.64%	8
2025 Q2	$7.27M	Sell	520,000 -86,000	-14%	-$966K	4.64%	8
2025 Q1	$5.55M	Sell	606,000 -244,000	-29%	-$2.72M	3.99%	8
2024 Q4	$6.51M	Sell	850,000 -70,970	-8%	-$448K	4.88%	7
2024 Q3	$4.36M	Hold	920,970	–	–	3.78%	7
2024 Q2	$3.12M	Buy	920,970 +11,948	+1%	+$36.3K	2.6%	12
2024 Q1	$2.27M	Buy	909,022 +589,022	+184%	+$2M	2.32%	14
2023 Q4	$1.64M	Buy	+320,000	New	+$1.02M	1.8%	15

Other funds holding OPFI

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LB Partners's OPFI Position: Q3 2026 in Review

LB Partners increased its OppFi (OPFI) stake by 136% in Q3 2026, buying an estimated $6.92M and bringing the position to 1,492,500 shares worth $9M. The position accounts for 5.85% of the portfolio, ranked #5.

LB Partners first reported a position in OPFI in Q4 2023 and has held it in 12 quarters since. 56 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

LB Partners held 1,492,500 shares of OppFi worth $9M as of Q3 2026.
LB Partners bought 860,000 OppFi shares in Q3 2026, an estimated $6.92M.
OppFi made up 5.85% of LB Partners's portfolio in Q3 2026, its #5 holding.
LB Partners first reported a position in OppFi in Q4 2023 and has held it in 12 quarters since.
56 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on LB Partners's 13F filing for Q3 2026, filed 5 Nov 2026.