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Optimum Investment Advisors’s OppFi OPFI Stock Holding History

Optimum 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 		$5.67K Hold
500
– – ﹤0.01% 534
2025
Q2 		$7K Hold
500
– – ﹤0.01% 528
2025
Q1 		$4.65K Buy
+500
New +$5.57K ﹤0.01% 563
2022
Q3 		– Sell
-3,430
Closed -$11K – 861
2022
Q2 		$11K Sell
3,430
-9,000
-72% -$29K 0.01% 596
2022
Q1 		$43K Sell
12,430
-430
-3% -$1.82K 0.02% 463
2021
Q4 		$58K Buy
12,860
+3,430
+36% +$20.7K 0.02% 437
2021
Q3 		$74K Sell
9,430
-1,970
-17% -$17.3K 0.03% 383
2021
Q2 		$116K Buy
+11,400
New +$116K 0.04% 350

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

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

Optimum Investment Advisors held its OppFi (OPFI) position steady in Q3 2025 at 500 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Optimum Investment Advisors first reported a position in OPFI in Q2 2021 and has held it in 8 quarters since. The position peaked at $116K in Q2 2021. 147 funds tracked by Wall St. Rank hold OPFI as of Q3 2025.

  • Optimum Investment Advisors held 500 shares of OppFi worth $5.67K as of Q3 2025.
  • Optimum Investment Advisors left its OppFi share count unchanged in Q3 2025.
  • OppFi made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #534 holding.
  • Optimum Investment Advisors first reported a position in OppFi in Q2 2021 and has held it in 8 quarters since.
  • Optimum Investment Advisors's OppFi position peaked at $116K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held OppFi as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.