Principal Financial Group
OPFI icon

Principal Financial Group’s OppFi OPFI Stock Holding History

Principal Financial Group’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 		– Sell
-267,683
Closed -$2.8M – 2260
2025
Q4 		$2.8M Buy
267,683
+98,899
+59% +$1M ﹤0.01% 1780
2025
Q3 		$1.91M Sell
168,784
-69,171
-29% -$777K ﹤0.01% 1820
2025
Q2 		$3.33M Buy
+237,955
New +$2.67M ﹤0.01% 1693

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's OPFI Position: Q1 2026 in Review

Principal Financial Group sold out of OppFi (OPFI) in Q1 2026, closing a stake of 267,683 shares — an estimated $2.8M sold.

Principal Financial Group first reported a position in OPFI in Q2 2025 and held it in 3 quarters. The position peaked at $3.33M in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Principal Financial Group reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 267,683 OppFi shares in Q1 2026, an estimated $2.8M.
  • Principal Financial Group first reported a position in OppFi in Q2 2025 and held it in 3 quarters.
  • Principal Financial Group's OppFi position peaked at $3.33M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.