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 Q2	$356K	Sell	35,821 -6,300	-15%	-$54.5K	﹤0.01%	4721
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 $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

Raymond James Financial's OPFI Position: Q2 2026 in Review

Raymond James Financial reduced its OppFi (OPFI) stake by 15% in Q2 2026, selling an estimated $54.5K and leaving 35,821 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #4721.

Raymond James Financial first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q2 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Raymond James Financial held 35,821 shares of OppFi worth $356K as of Q2 2026.
Raymond James Financial sold 6,300 OppFi shares in Q2 2026, an estimated $54.5K.
OppFi made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4721 holding.
Raymond James Financial first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's OppFi position peaked at $1.86M in Q2 2025.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.