MB, Levis & Associates’s OppFi OPFI Stock Holding History

MB, Levis & Associates’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
2025 Q3	–	Sell	-500	Closed	-$7K	–	281
2025 Q2	$7K	Hold	500	–	–	﹤0.01%	208
2025 Q1	$4.65K	Buy	+500	New	+$5.57K	﹤0.01%	215

Other funds holding OPFI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

MB, Levis & Associates's OPFI Position: Q3 2025 in Review

MB, Levis & Associates sold out of OppFi (OPFI) in Q3 2025, closing a stake of 500 shares — an estimated $7K sold.

MB, Levis & Associates first reported a position in OPFI in Q1 2025 and held it in 2 quarters. The position peaked at $7K in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

MB, Levis & Associates reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 500 OppFi shares in Q3 2025, an estimated $7K.
MB, Levis & Associates first reported a position in OppFi in Q1 2025 and held it in 2 quarters.
MB, Levis & Associates's OppFi position peaked at $7K in Q2 2025.
147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.