Sound Income Strategies’s OppFi OPFI Stock Holding History

Sound Income Strategies’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	-180	Closed	-$1.36K	–	1789
2026 Q1	$1.36K	Hold	180	–	–	﹤0.01%	2241
2025 Q4	$1.78K	Buy	+180	New	+$1.83K	﹤0.01%	2164

Other funds holding OPFI

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Sound Income Strategies's OPFI Position: Q2 2026 in Review

Sound Income Strategies sold out of OppFi (OPFI) in Q2 2026, closing a stake of 180 shares — an estimated $1.36K sold.

Sound Income Strategies first reported a position in OPFI in Q4 2025 and held it in 2 quarters. The position peaked at $1.78K in Q4 2025. 34 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Sound Income Strategies reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 180 OppFi shares in Q2 2026, an estimated $1.36K.
Sound Income Strategies first reported a position in OppFi in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's OppFi position peaked at $1.78K in Q4 2025.
34 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.