State Street’s OppFi OPFI Stock Holding History

State Street’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 Q1	$4.13M	Buy	536,218 +2,920	+0.5%	+$26.7K	﹤0.01%	3037
2025 Q4	$5.58M	Buy	533,298 +60,827	+13%	+$617K	﹤0.01%	2946
2025 Q3	$5.35M	Buy	472,471 +18,852	+4%	+$212K	﹤0.01%	2976
2025 Q2	$6.35M	Buy	453,619 +91,705	+25%	+$1.03M	﹤0.01%	2833
2025 Q1	$3.37M	Buy	361,914 +90,192	+33%	+$1M	﹤0.01%	3044
2024 Q4	$2.08M	Buy	271,722 +6,701	+3%	+$42.3K	﹤0.01%	3305
2024 Q3	$1.25M	Buy	265,021 +1,295	+0.5%	+$5.38K	﹤0.01%	3444
2024 Q2	$894K	Buy	263,726 +10,190	+4%	+$31K	﹤0.01%	3486
2024 Q1	$634K	Buy	253,536 +11,510	+5%	+$39.1K	﹤0.01%	3586
2023 Q4	$1.24M	Buy	242,026 +46,000	+23%	+$147K	﹤0.01%	3436
2023 Q3	$494K	Hold	196,026	–	–	﹤0.01%	3666
2023 Q2	$400K	Sell	196,026 -2,700	-1%	-$5.61K	﹤0.01%	3753
2023 Q1	$407K	Buy	198,726 +1,200	+0.6%	+$2.52K	﹤0.01%	3811
2022 Q4	$405K	Buy	197,526 +39,399	+25%	+$88.8K	﹤0.01%	3842
2022 Q3	$364K	Buy	158,127 +22,228	+16%	+$63.4K	﹤0.01%	3896
2022 Q2	$447K	Buy	135,899 +91,265	+204%	+$294K	﹤0.01%	3871
2022 Q1	$153K	Buy	44,634 +4,334	+11%	+$18.4K	﹤0.01%	4484
2021 Q4	$183K	Hold	40,300	–	–	﹤0.01%	4384
2021 Q3	$317K	Buy	+40,300	New	+$355K	﹤0.01%	4166

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street's OPFI Position: Q1 2026 in Review

State Street increased its OppFi (OPFI) stake by 0.55% in Q1 2026, buying an estimated $26.7K and bringing the position to 536,218 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

State Street first reported a position in OPFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.35M in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

State Street held 536,218 shares of OppFi worth $4.13M as of Q1 2026.
State Street bought 2,920 OppFi shares in Q1 2026, an estimated $26.7K.
OppFi made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3037 holding.
State Street first reported a position in OppFi in Q3 2021 and has held it in 19 quarters since.
State Street's OppFi position peaked at $6.35M in Q2 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.