PTC
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Private Trust Company’s OppFi OPFI Stock Holding History

Private Trust Company’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 		$13.6K Hold
1,764
– – ﹤0.01% 1862
2025
Q4 		$18.5K Hold
1,764
– – ﹤0.01% 1695
2025
Q3 		$20K Buy
+1,764
New +$19.8K ﹤0.01% 1646

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

Private Trust Company's OPFI Position: Q1 2026 in Review

Private Trust Company held its OppFi (OPFI) position steady in Q1 2026 at 1,764 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Private Trust Company first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $20K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Private Trust Company held 1,764 shares of OppFi worth $13.6K as of Q1 2026.
  • Private Trust Company left its OppFi share count unchanged in Q1 2026.
  • OppFi made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1862 holding.
  • Private Trust Company first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
  • Private Trust Company's OppFi position peaked at $20K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.