NewEdge Advisors’s OppFi OPFI Stock Holding History

NewEdge 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 Q2	–	Sell	-114	Closed	-$1.06K	–	4111
2025 Q1	$1.06K	Sell	114 -18,214	-99%	-$203K	﹤0.01%	3614
2024 Q4	$140K	Buy	18,328 +831	+5%	+$5.25K	﹤0.01%	2182
2024 Q3	$82.8K	Buy	17,497 +2,936	+20%	+$12.2K	﹤0.01%	2258
2024 Q2	$49.4K	Buy	14,561 +14,559	+727,950%	+$44.3K	﹤0.01%	2351
2024 Q1	$6	Buy	2 +1	+100%	+$3	﹤0.01%	3789
2023 Q4	$5	Buy	+1	New	+$3	﹤0.01%	3724

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

NewEdge Advisors's OPFI Position: Q2 2025 in Review

NewEdge Advisors sold out of OppFi (OPFI) in Q2 2025, closing a stake of 114 shares — an estimated $1.06K sold.

NewEdge Advisors first reported a position in OPFI in Q4 2023 and held it in 6 quarters. The position peaked at $140K in Q4 2024. 148 funds tracked by Wall St. Rank hold OPFI as of Q2 2025.

NewEdge Advisors reported no remaining OppFi position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 114 OppFi shares in Q2 2025, an estimated $1.06K.
NewEdge Advisors first reported a position in OppFi in Q4 2023 and held it in 6 quarters.
NewEdge Advisors's OppFi position peaked at $140K in Q4 2024.
148 funds tracked by Wall St. Rank held OppFi as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.