LPL Financial
OPFI icon

LPL Financial’s OppFi OPFI Stock Holding History

LPL Financial’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 		$198K Sell
32,790
-173,627
-84% -$1.4M ﹤0.01% 5839
2026
Q2 		$2.05M Sell
206,417
-4,951
-2% -$42.8K ﹤0.01% 3713
2026
Q1 		$1.63M Buy
211,368
+5,047
+2% +$46.2K ﹤0.01% 3697
2025
Q4 		$2.16M Buy
206,321
+6,856
+3% +$69.5K ﹤0.01% 3336
2025
Q3 		$2.26M Buy
199,465
+23,224
+13% +$261K ﹤0.01% 3208
2025
Q2 		$2.47M Sell
176,241
-15,707
-8% -$177K ﹤0.01% 2931
2025
Q1 		$1.79M Buy
191,948
+12,943
+7% +$144K ﹤0.01% 3056
2024
Q4 		$1.37M Buy
179,005
+455
+0.3% +$2.87K ﹤0.01% 3217
2024
Q3 		$845K Buy
178,550
+24,100
+16% +$100K ﹤0.01% 3547
2024
Q2 		$524K Buy
154,450
+45,159
+41% +$137K ﹤0.01% 3836
2024
Q1 		$273K Sell
109,291
-684
-0.6% -$2.32K ﹤0.01% 4273
2023
Q4 		$563K Buy
+109,975
New +$350K ﹤0.01% 3574

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial's OPFI Position: Q3 2026 in Review

LPL Financial reduced its OppFi (OPFI) stake by 84% in Q3 2026, selling an estimated $1.4M and leaving 32,790 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #5839.

LPL Financial first reported a position in OPFI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.47M in Q2 2025. 86 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • LPL Financial held 32,790 shares of OppFi worth $198K as of Q3 2026.
  • LPL Financial sold 173,627 OppFi shares in Q3 2026, an estimated $1.4M.
  • OppFi made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5839 holding.
  • LPL Financial first reported a position in OppFi in Q4 2023 and has held it in 12 quarters since.
  • LPL Financial's OppFi position peaked at $2.47M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.