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Prosperity Wealth Management’s OppFi OPFI Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		– Sell
-46,000
Closed -$521K – 278
2025
Q3 		$521K Buy
46,000
+12,100
+36% +$136K 0.18% 124
2025
Q2 		$474K Sell
33,900
-100
-0.3% -$1.12K 0.18% 124
2025
Q1 		$316K Buy
+34,000
New +$379K 0.15% 140
2024
Q1 		– Sell
-26,550
Closed -$136K – 195
2023
Q4 		$136K Buy
+26,550
New +$84.6K 0.09% 137

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prosperity Wealth Management's OPFI Position: Q4 2025 in Review

Prosperity Wealth Management sold out of OppFi (OPFI) in Q4 2025, closing a stake of 46,000 shares — an estimated $521K sold.

Prosperity Wealth Management first reported a position in OPFI in Q4 2023 and held it in 4 quarters. The position peaked at $521K in Q3 2025. 142 funds tracked by Wall St. Rank hold OPFI as of Q4 2025.

  • Prosperity Wealth Management reported no remaining OppFi position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 46,000 OppFi shares in Q4 2025, an estimated $521K.
  • Prosperity Wealth Management first reported a position in OppFi in Q4 2023 and held it in 4 quarters.
  • Prosperity Wealth Management's OppFi position peaked at $521K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held OppFi as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.