Morgan Stanley
OPFI icon

Morgan Stanley’s OppFi OPFI Stock Holding History

Morgan Stanley’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 		$5.48M Sell
710,308
-190,357
-21% -$1.74M ﹤0.01% 4072
2025
Q4 		$9.42M Buy
900,665
+61,373
+7% +$622K ﹤0.01% 3666
2025
Q3 		$9.51M Buy
839,292
+207,953
+33% +$2.34M ﹤0.01% 3601
2025
Q2 		$8.83M Buy
631,339
+225,970
+56% +$2.54M ﹤0.01% 3550
2025
Q1 		$3.77M Sell
405,369
-31,459
-7% -$350K ﹤0.01% 4166
2024
Q4 		$3.35M Buy
436,828
+83,049
+23% +$524K ﹤0.01% 4315
2024
Q3 		$1.67M Sell
353,779
-18,933
-5% -$78.6K ﹤0.01% 4750
2024
Q2 		$1.26M Buy
372,712
+2,745
+0.7% +$8.35K ﹤0.01% 4831
2024
Q1 		$925K Sell
369,967
-340,525
-48% -$1.16M ﹤0.01% 4989
2023
Q4 		$3.64M Buy
710,492
+451,745
+175% +$1.44M ﹤0.01% 4573
2023
Q3 		$652K Buy
258,747
+197,513
+323% +$460K ﹤0.01% 5040
2023
Q2 		$125K Buy
61,234
+35,763
+140% +$74.3K ﹤0.01% 5846
2023
Q1 		$52.2K Buy
25,471
+4,733
+23% +$9.95K ﹤0.01% 6274
2022
Q4 		$42.5K Buy
20,738
+3,327
+19% +$7.5K ﹤0.01% 6362
2022
Q3 		$40K Sell
17,411
-2,938
-14% -$8.38K ﹤0.01% 6501
2022
Q2 		$66K Buy
20,349
+920
+5% +$2.96K ﹤0.01% 6483
2022
Q1 		$67K Buy
19,429
+14,356
+283% +$60.8K ﹤0.01% 6549
2021
Q4 		$22K Buy
5,073
+159
+3% +$957 ﹤0.01% 7185
2021
Q3 		$39K Buy
4,914
+296
+6% +$2.61K ﹤0.01% 6825
2021
Q2 		$47K Sell
4,618
-3,366
-42% -$34.2K ﹤0.01% 6697
2021
Q1 		$81K Buy
7,984
+7,889
+8,304% +$82.6K ﹤0.01% 6120
2020
Q4 		$1K Buy
+95
New +$954 ﹤0.01% 6956

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's OPFI Position: Q1 2026 in Review

Morgan Stanley reduced its OppFi (OPFI) stake by 21% in Q1 2026, selling an estimated $1.74M and leaving 710,308 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Morgan Stanley first reported a position in OPFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.51M in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Morgan Stanley held 710,308 shares of OppFi worth $5.48M as of Q1 2026.
  • Morgan Stanley sold 190,357 OppFi shares in Q1 2026, an estimated $1.74M.
  • OppFi made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4072 holding.
  • Morgan Stanley first reported a position in OppFi in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's OppFi position peaked at $9.51M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.