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Steward Partners Investment Advisory’s OppFi OPFI Stock Holding History

Steward Partners Investment Advisory’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 		$7.71K Hold
1,000
– – ﹤0.01% 3652
2025
Q4 		$10.5K Hold
1,000
– – ﹤0.01% 3429
2025
Q3 		$11.3K Sell
1,000
-7,479
-88% -$84K ﹤0.01% 3349
2025
Q2 		$119K Buy
8,479
+7,479
+748% +$84K ﹤0.01% 2011
2025
Q1 		$9.3K Hold
1,000
– – ﹤0.01% 3132
2024
Q4 		$7.66K Buy
+1,000
New +$6.31K ﹤0.01% 3208
2024
Q2 		– Sell
-15,941
Closed -$39.9K – 3686
2024
Q1 		$39.9K Buy
+15,941
New +$54.2K ﹤0.01% 2218

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's OPFI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its OppFi (OPFI) position steady in Q1 2026 at 1,000 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Steward Partners Investment Advisory first reported a position in OPFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $119K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Steward Partners Investment Advisory held 1,000 shares of OppFi worth $7.71K as of Q1 2026.
  • Steward Partners Investment Advisory left its OppFi share count unchanged in Q1 2026.
  • OppFi made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3652 holding.
  • Steward Partners Investment Advisory first reported a position in OppFi in Q1 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's OppFi position peaked at $119K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.