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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's OPFI Position: Q1 2026 in Review

LPL Financial increased its OppFi (OPFI) stake by 2.4% in Q1 2026, buying an estimated $46.2K and bringing the position to 211,368 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

LPL Financial first reported a position in OPFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

LPL Financial held 211,368 shares of OppFi worth $1.63M as of Q1 2026.
LPL Financial bought 5,047 OppFi shares in Q1 2026, an estimated $46.2K.
OppFi made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3697 holding.
LPL Financial first reported a position in OppFi in Q4 2023 and has held it in 10 quarters since.
LPL Financial's OppFi position peaked at $2.47M in Q2 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.