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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LPL Financial's OPFI Position: Q2 2026 in Review

LPL Financial reduced its OppFi (OPFI) stake by 2.3% in Q2 2026, selling an estimated $42.8K and leaving 206,417 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

LPL Financial first reported a position in OPFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q2 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • LPL Financial held 206,417 shares of OppFi worth $2.05M as of Q2 2026.
  • LPL Financial sold 4,951 OppFi shares in Q2 2026, an estimated $42.8K.
  • OppFi made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3713 holding.
  • LPL Financial first reported a position in OppFi in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's OppFi position peaked at $2.47M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.