Nisa Investment Advisors
OPFI icon

Nisa Investment Advisors’s OppFi OPFI Stock Holding History

Nisa Investment 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
Q3 		– Sell
-16
Closed -$224 – 3059
2025
Q2 		$224 Buy
+16
New +$180 ﹤0.01% 2990
2023
Q4 		– Sell
-33
Closed -$83 – 2716
2023
Q3 		$83 Hold
33
– – ﹤0.01% 2747
2023
Q2 		$67 Sell
33
-27
-45% -$56 ﹤0.01% 2785
2023
Q1 		$0 Buy
+60
New +$126 ﹤0.01% 2646

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nisa Investment Advisors's OPFI Position: Q3 2025 in Review

Nisa Investment Advisors sold out of OppFi (OPFI) in Q3 2025, closing a stake of 16 shares — an estimated $224 sold.

Nisa Investment Advisors first reported a position in OPFI in Q1 2023 and held it in 4 quarters. The position peaked at $224 in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

  • Nisa Investment Advisors reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 16 OppFi shares in Q3 2025, an estimated $224.
  • Nisa Investment Advisors first reported a position in OppFi in Q1 2023 and held it in 4 quarters.
  • Nisa Investment Advisors's OppFi position peaked at $224 in Q2 2025.
  • 147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.