R Squared’s OppFi OPFI Stock Holding History

R Squared’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	–	Sell	-21,684	Closed	-$167K	–	653
2026 Q1	$167K	Buy	21,684 +2,053	+10%	+$18.8K	0.09%	325
2025 Q4	$205K	Buy	+19,631	New	+$199K	0.1%	355
2025 Q1	–	Sell	-2,190	Closed	-$16.8K	–	1118
2024 Q4	$16.8K	Buy	+2,190	New	+$13.8K	0.02%	961

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

R Squared's OPFI Position: Q2 2026 in Review

R Squared sold out of OppFi (OPFI) in Q2 2026, closing a stake of 21,684 shares — an estimated $167K sold.

R Squared first reported a position in OPFI in Q4 2024 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

R Squared reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
R Squared sold 21,684 OppFi shares in Q2 2026, an estimated $167K.
R Squared first reported a position in OppFi in Q4 2024 and held it in 3 quarters.
R Squared's OppFi position peaked at $205K in Q4 2025.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.