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
Q2 		$4.13M Sell
415,829
-294,479
-41% -$2.55M ﹤0.01% 4358
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 Buy
369,967
+14,721
+4% +$50K ﹤0.01% 4989
2023
Q4 		$1.82M Buy
355,246
+96,499
+37% +$307K ﹤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 $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

Morgan Stanley's OPFI Position: Q2 2026 in Review

Morgan Stanley reduced its OppFi (OPFI) stake by 41% in Q2 2026, selling an estimated $2.55M and leaving 415,829 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4358.

Morgan Stanley first reported a position in OPFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.51M in Q3 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Morgan Stanley held 415,829 shares of OppFi worth $4.13M as of Q2 2026.
  • Morgan Stanley sold 294,479 OppFi shares in Q2 2026, an estimated $2.55M.
  • OppFi made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4358 holding.
  • Morgan Stanley first reported a position in OppFi in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's OppFi position peaked at $9.51M in Q3 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.