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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
Q2 		$17.5K Buy
1,766
+2
+0.1% +$17 ﹤0.01% 1859
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 $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Private Trust Company's OPFI Position: Q2 2026 in Review

Private Trust Company increased its OppFi (OPFI) stake by 0.11% in Q2 2026, buying an estimated $17 and bringing the position to 1,766 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Private Trust Company first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20K in Q3 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Private Trust Company held 1,766 shares of OppFi worth $17.5K as of Q2 2026.
  • Private Trust Company bought 2 OppFi shares in Q2 2026, an estimated $17.
  • OppFi made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1859 holding.
  • Private Trust Company first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
  • Private Trust Company's OppFi position peaked at $20K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.