Root Financial Partners
OPFI icon

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
Q3 		$326 Buy
+54
New +$434 ﹤0.01% 3375
2026
Q2 		– Sell
-20
Closed -$154 – 2310
2026
Q1 		$154 Buy
+20
New +$183 ﹤0.01% 3207

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LP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's OPFI Position: Q3 2026 in Review

Root Financial Partners opened a new position in OppFi (OPFI) in Q3 2026: 54 shares worth $326. The stake represents ﹤0.01% of the portfolio and ranks #3375 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPFI as recently as Q1 2026.

Root Financial Partners first reported a position in OPFI in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • Root Financial Partners held 54 shares of OppFi worth $326 as of Q3 2026.
  • OppFi was a new Root Financial Partners position in Q3 2026.
  • OppFi made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3375 holding.
  • Root Financial Partners first reported a position in OppFi in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.