Stifel Financial
OPFI icon

Stifel Financial’s OppFi OPFI Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-14,375
Closed -$48.7K – 3435
2024
Q2 		$48.7K Buy
14,375
+600
+4% +$1.82K ﹤0.01% 3280
2024
Q1 		$34.4K Hold
13,775
– – ﹤0.01% 3281
2023
Q4 		$70.5K Buy
13,775
+1,550
+13% +$4.94K ﹤0.01% 3196
2023
Q3 		$30.8K Buy
12,225
+200
+2% +$466 ﹤0.01% 3219
2023
Q2 		$24.5K Hold
12,025
– – ﹤0.01% 3274
2023
Q1 		$24.7K Hold
12,025
– – ﹤0.01% 3281
2022
Q4 		$24.7K Buy
12,025
+1,000
+9% +$2.25K ﹤0.01% 3235
2022
Q3 		$25K Buy
11,025
+525
+5% +$1.5K ﹤0.01% 3221
2022
Q2 		$35K Buy
+10,500
New +$33.8K ﹤0.01% 3251

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stifel Financial's OPFI Position: Q3 2024 in Review

Stifel Financial sold out of OppFi (OPFI) in Q3 2024, closing a stake of 14,375 shares — an estimated $48.7K sold.

Stifel Financial first reported a position in OPFI in Q2 2022 and held it in 9 quarters. The position peaked at $70.5K in Q4 2023. 82 funds tracked by Wall St. Rank hold OPFI as of Q3 2024.

  • Stifel Financial reported no remaining OppFi position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 14,375 OppFi shares in Q3 2024, an estimated $48.7K.
  • Stifel Financial first reported a position in OppFi in Q2 2022 and held it in 9 quarters.
  • Stifel Financial's OppFi position peaked at $70.5K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held OppFi as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.