Root Financial Partners’s OppFi OPFI Stock Holding History

Root Financial Partners’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	-20	Closed	-$154	–	2310
2026 Q1	$154	Buy	+20	New	+$183	﹤0.01%	3207

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

Root Financial Partners's OPFI Position: Q2 2026 in Review

Root Financial Partners sold out of OppFi (OPFI) in Q2 2026, closing a stake of 20 shares — an estimated $154 sold.

Root Financial Partners first reported a position in OPFI in Q1 2026 and held it in 1 quarter. The position peaked at $154 in Q1 2026. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Root Financial Partners reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 20 OppFi shares in Q2 2026, an estimated $154.
Root Financial Partners first reported a position in OppFi in Q1 2026 and held it in 1 quarter.
Root Financial Partners's OppFi position peaked at $154 in Q1 2026.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.