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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NorthCrest Asset Manangement's OPFI Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its OppFi (OPFI) stake by 0.51% in Q2 2026, buying an estimated $909 and bringing the position to 20,526 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

NorthCrest Asset Manangement first reported a position in OPFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q3 2025. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

NorthCrest Asset Manangement held 20,526 shares of OppFi worth $190K as of Q2 2026.
NorthCrest Asset Manangement bought 105 OppFi shares in Q2 2026, an estimated $909.
OppFi made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #874 holding.
NorthCrest Asset Manangement first reported a position in OppFi in Q1 2025 and has held it in 6 quarters since.
NorthCrest Asset Manangement's OppFi position peaked at $220K in Q3 2025.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.