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 Q2	$6.28M	Buy	632,500 +132,500	+27%	+$1.15M	4.28%	9
2026 Q1	$3.85M	Hold	500,000	–	–	3.46%	9
2025 Q4	$5.23M	Hold	500,000	–	–	4.83%	8
2025 Q3	$5.67M	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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOW

State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

LB Partners's OPFI Position: Q2 2026 in Review

LB Partners increased its OppFi (OPFI) stake by 27% in Q2 2026, buying an estimated $1.15M and bringing the position to 632,500 shares worth $6.28M. The position accounts for 4.28% of the portfolio, ranked #9.

LB Partners first reported a position in OPFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.27M in Q2 2025. 57 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

LB Partners held 632,500 shares of OppFi worth $6.28M as of Q2 2026.
LB Partners bought 132,500 OppFi shares in Q2 2026, an estimated $1.15M.
OppFi made up 4.28% of LB Partners's portfolio in Q2 2026, its #9 holding.
LB Partners first reported a position in OppFi in Q4 2023 and has held it in 11 quarters since.
LB Partners's OppFi position peaked at $7.27M in Q2 2025.
57 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.