SBI Securities’s OppFi OPFI Stock Holding History

SBI Securities’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	$4.77K	Buy	480 +70	+17%	+$606	﹤0.01%	2197
2026 Q1	$3.16K	Sell	410 -80	-16%	-$732	﹤0.01%	2231
2025 Q4	$5.13K	Sell	490 -39	-7%	-$396	﹤0.01%	2011
2025 Q3	$5.99K	Sell	529 -709	-57%	-$7.96K	﹤0.01%	1974
2025 Q2	$17.3K	Sell	1,238 -27	-2%	-$303	﹤0.01%	1471
2025 Q1	$11.8K	Buy	1,265 +972	+332%	+$10.8K	﹤0.01%	1544
2024 Q4	$2.24K	Buy	+293	New	+$1.85K	﹤0.01%	2264

Other funds holding OPFI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

SBI Securities's OPFI Position: Q2 2026 in Review

SBI Securities increased its OppFi (OPFI) stake by 17% in Q2 2026, buying an estimated $606 and bringing the position to 480 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

SBI Securities first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q2 2025. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

SBI Securities held 480 shares of OppFi worth $4.77K as of Q2 2026.
SBI Securities bought 70 OppFi shares in Q2 2026, an estimated $606.
OppFi made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2197 holding.
SBI Securities first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
SBI Securities's OppFi position peaked at $17.3K in Q2 2025.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.