Segall Bryant & Hamill’s OppFi OPFI Stock Holding History

Segall Bryant & Hamill’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
2025 Q1	–	Sell	-481,081	Closed	-$3.69M	–	621
2024 Q4	$3.69M	Sell	481,081 -38,321	-7%	-$242K	0.05%	377
2024 Q3	$2.46M	Buy	+519,402	New	+$2.16M	0.03%	412

Other funds holding OPFI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

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

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

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Segall Bryant & Hamill's OPFI Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of OppFi (OPFI) in Q1 2025, closing a stake of 481,081 shares — an estimated $3.69M sold.

Segall Bryant & Hamill first reported a position in OPFI in Q3 2024 and held it in 2 quarters. The position peaked at $3.69M in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

Segall Bryant & Hamill reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
Segall Bryant & Hamill sold 481,081 OppFi shares in Q1 2025, an estimated $3.69M.
Segall Bryant & Hamill first reported a position in OppFi in Q3 2024 and held it in 2 quarters.
Segall Bryant & Hamill's OppFi position peaked at $3.69M in Q4 2024.
129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.