Optivise Advisory Services’s OppFi OPFI Stock Holding History

Optivise Advisory Services’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	$78.5K	Sell	13,013 -1,644	-11%	-$13.2K	0.04%	231
2026 Q2	$146K	Sell	14,657 -2,192	-13%	-$19K	0.07%	225
2026 Q1	$130K	Buy	+16,849	New	+$154K	0.08%	183
2025 Q4	–	Sell	-11,250	Closed	-$127K	–	219
2025 Q3	$127K	Buy	+11,250	New	+$126K	0.08%	193

Other funds holding OPFI

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Optivise Advisory Services's OPFI Position: Q3 2026 in Review

Optivise Advisory Services reduced its OppFi (OPFI) stake by 11% in Q3 2026, selling an estimated $13.2K and leaving 13,013 shares worth $78.5K. The position accounts for 0.04% of the portfolio, ranked #231.

Optivise Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $146K in Q2 2026. 45 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

Optivise Advisory Services held 13,013 shares of OppFi worth $78.5K as of Q3 2026.
Optivise Advisory Services sold 1,644 OppFi shares in Q3 2026, an estimated $13.2K.
OppFi made up 0.04% of Optivise Advisory Services's portfolio in Q3 2026, its #231 holding.
Optivise Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
Optivise Advisory Services's OppFi position peaked at $146K in Q2 2026.
45 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.