MAI Capital Management’s OppFi OPFI Stock Holding History

MAI Capital Management’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	–	Sell	-10	Closed	-$78	–	3884
2026 Q1	$78	Buy	+10	New	+$92	﹤0.01%	4801

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MAI Capital Management's OPFI Position: Q2 2026 in Review

MAI Capital Management sold out of OppFi (OPFI) in Q2 2026, closing a stake of 10 shares — an estimated $78 sold.

MAI Capital Management first reported a position in OPFI in Q1 2026 and held it in 1 quarter. The position peaked at $78 in Q1 2026. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

MAI Capital Management reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 10 OppFi shares in Q2 2026, an estimated $78.
MAI Capital Management first reported a position in OppFi in Q1 2026 and held it in 1 quarter.
MAI Capital Management's OppFi position peaked at $78 in Q1 2026.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.