Norris Financial Group’s OppFi OPFI Stock Holding History

Norris Financial Group’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	-91,224	Closed	-$1.28M	–	104
2025 Q2	$1.28M	Buy	+91,224	New	+$1.03M	0.52%	50

Other funds holding OPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norris Financial Group's OPFI Position: Q3 2025 in Review

Norris Financial Group sold out of OppFi (OPFI) in Q3 2025, closing a stake of 91,224 shares — an estimated $1.28M sold.

Norris Financial Group first reported a position in OPFI in Q2 2025 and held it in 1 quarter. The position peaked at $1.28M in Q2 2025. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

Norris Financial Group reported no remaining OppFi position as of Q3 2025 after selling out during the quarter.
Norris Financial Group sold 91,224 OppFi shares in Q3 2025, an estimated $1.28M.
Norris Financial Group first reported a position in OppFi in Q2 2025 and held it in 1 quarter.
Norris Financial Group's OppFi position peaked at $1.28M in Q2 2025.
147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Norris Financial Group's 13F filing for Q3 2025, filed 20 May 2026.