NorthCrest Asset Manangement’s OppFi OPFI Stock Holding History

NorthCrest Asset Manangement’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 Q3	$125K	Sell	20,500 -26	-0.1%	-$209	﹤0.01%	981
2026 Q2	$190K	Buy	20,526 +105	+0.5%	+$909	﹤0.01%	874
2026 Q1	$154K	Sell	20,421 -31	-0.2%	-$284	﹤0.01%	738
2025 Q4	$215K	Sell	20,452 -1,298	-6%	-$13.2K	﹤0.01%	770
2025 Q3	$220K	Buy	21,750 +6,400	+42%	+$71.9K	0.01%	692
2025 Q2	$211K	Sell	15,350 -7,011	-31%	-$78.8K	0.01%	598
2025 Q1	$208K	Buy	+22,361	New	+$249K	0.01%	564

Other funds holding OPFI

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

NorthCrest Asset Manangement's OPFI Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its OppFi (OPFI) stake by 0.13% in Q3 2026, selling an estimated $209 and leaving 20,500 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

NorthCrest Asset Manangement first reported a position in OPFI in Q1 2025 and has held it in 7 quarters since. The position peaked at $220K in Q3 2025. 4 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

NorthCrest Asset Manangement held 20,500 shares of OppFi worth $125K as of Q3 2026.
NorthCrest Asset Manangement sold 26 OppFi shares in Q3 2026, an estimated $209.
OppFi made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #981 holding.
NorthCrest Asset Manangement first reported a position in OppFi in Q1 2025 and has held it in 7 quarters since.
NorthCrest Asset Manangement's OppFi position peaked at $220K in Q3 2025.
4 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.