Raymond James Financial’s OppFi OPFI Stock Holding History

Raymond James Financial’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	$325K	Sell	42,121 -43,047	-51%	-$394K	﹤0.01%	4617
2025 Q4	$891K	Sell	85,168 -23,189	-21%	-$235K	﹤0.01%	3862
2025 Q3	$1.23M	Sell	108,357 -24,903	-19%	-$280K	﹤0.01%	3549
2025 Q2	$1.86M	Buy	133,260 +56,899	+75%	+$639K	﹤0.01%	3131
2025 Q1	$710K	Buy	76,361 +46,533	+156%	+$518K	﹤0.01%	3714
2024 Q4	$228K	Buy	+29,828	New	+$188K	﹤0.01%	4326

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's OPFI Position: Q1 2026 in Review

Raymond James Financial reduced its OppFi (OPFI) stake by 51% in Q1 2026, selling an estimated $394K and leaving 42,121 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #4617.

Raymond James Financial first reported a position in OPFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Raymond James Financial held 42,121 shares of OppFi worth $325K as of Q1 2026.
Raymond James Financial sold 43,047 OppFi shares in Q1 2026, an estimated $394K.
OppFi made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4617 holding.
Raymond James Financial first reported a position in OppFi in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's OppFi position peaked at $1.86M in Q2 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.