Nuveen’s OppFi OPFI Stock Holding History

Nuveen’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 Q1	$5.03M	Sell	652,596 -101,443	-13%	-$929K	﹤0.01%	1881
2025 Q4	$7.89M	Buy	754,039 +263,744	+54%	+$2.67M	﹤0.01%	1691
2025 Q3	$5.56M	Buy	490,295 +417,668	+575%	+$4.69M	﹤0.01%	1858
2025 Q2	$1.02M	Sell	72,627 -43,413	-37%	-$488K	﹤0.01%	2598
2025 Q1	$1.08M	Buy	116,040 +5,369	+5%	+$59.8K	﹤0.01%	2615
2024 Q4	$848K	Hold	110,671	–	–	﹤0.01%	2780
2024 Q3	$523K	Hold	110,671	–	–	﹤0.01%	3004
2024 Q2	$375K	Hold	110,671	–	–	﹤0.01%	3089
2024 Q1	$277K	Hold	110,671	–	–	﹤0.01%	3118
2023 Q4	$567K	Buy	110,671 +2,999	+3%	+$9.55K	﹤0.01%	2965
2023 Q3	$271K	Hold	107,672	–	–	﹤0.01%	2984
2023 Q2	$220K	Sell	107,672 -14,567	-12%	-$30.3K	﹤0.01%	3079
2023 Q1	$251K	Sell	122,239 -2,999	-2%	-$6.3K	﹤0.01%	2946
2022 Q4	$257K	Buy	125,238 +14,567	+13%	+$32.8K	﹤0.01%	3018
2022 Q3	$255K	Sell	110,671 -43,898	-28%	-$125K	﹤0.01%	3076
2022 Q2	$508K	Buy	+154,569	New	+$498K	﹤0.01%	3009

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen's OPFI Position: Q1 2026 in Review

Nuveen reduced its OppFi (OPFI) stake by 13% in Q1 2026, selling an estimated $929K and leaving 652,596 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Nuveen first reported a position in OPFI in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.89M in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Nuveen held 652,596 shares of OppFi worth $5.03M as of Q1 2026.
Nuveen sold 101,443 OppFi shares in Q1 2026, an estimated $929K.
OppFi made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #1881 holding.
Nuveen first reported a position in OppFi in Q2 2022 and has held it in 16 quarters since.
Nuveen's OppFi position peaked at $7.89M in Q4 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.