NECFA
OPFI icon

New England Capital Financial Advisors’s OppFi OPFI Stock Holding History

New England Capital Financial Advisors’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
Q1 		– Sell
-200
Closed -$1.53K – 417
2024
Q4 		$1.53K Buy
+200
New +$1.26K ﹤0.01% 333

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New England Capital Financial Advisors's OPFI Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of OppFi (OPFI) in Q1 2025, closing a stake of 200 shares — an estimated $1.53K sold.

New England Capital Financial Advisors first reported a position in OPFI in Q4 2024 and held it in 1 quarter. The position peaked at $1.53K in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 200 OppFi shares in Q1 2025, an estimated $1.53K.
  • New England Capital Financial Advisors first reported a position in OppFi in Q4 2024 and held it in 1 quarter.
  • New England Capital Financial Advisors's OppFi position peaked at $1.53K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.