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 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

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

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

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

Optivise Advisory Services's OPFI Position: Q2 2026 in Review

Optivise Advisory Services reduced its OppFi (OPFI) stake by 13% in Q2 2026, selling an estimated $19K and leaving 14,657 shares worth $146K. The position accounts for 0.07% of the portfolio, ranked #225.

Optivise Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Optivise Advisory Services held 14,657 shares of OppFi worth $146K as of Q2 2026.
Optivise Advisory Services sold 2,192 OppFi shares in Q2 2026, an estimated $19K.
OppFi made up 0.07% of Optivise Advisory Services's portfolio in Q2 2026, its #225 holding.
Optivise Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.