Strategic Investment Solutions’s OppFi OPFI Stock Holding History

Strategic Investment Solutions’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	$32K	Hold	3,227	–	–	0.01%	297
2026 Q1	$24.9K	Hold	3,227	–	–	0.01%	317
2025 Q4	$33.8K	Hold	3,227	–	–	0.01%	272
2025 Q3	$36.6K	Hold	3,227	–	–	0.01%	246
2025 Q2	$45.1K	Hold	3,227	–	–	0.01%	219
2025 Q1	$30K	Buy	3,227 +1,277	+65%	+$14.2K	0.01%	246
2024 Q4	$14.9K	Buy	+1,950	New	+$12.3K	0.01%	338

Other funds holding OPFI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ETC

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

SOADOR

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

NAM

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Strategic Investment Solutions's OPFI Position: Q2 2026 in Review

Strategic Investment Solutions held its OppFi (OPFI) position steady in Q2 2026 at 3,227 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #297.

Strategic Investment Solutions first reported a position in OPFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1K in Q2 2025. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Strategic Investment Solutions held 3,227 shares of OppFi worth $32K as of Q2 2026.
Strategic Investment Solutions left its OppFi share count unchanged in Q2 2026.
OppFi made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #297 holding.
Strategic Investment Solutions first reported a position in OppFi in Q4 2024 and has held it in 7 quarters since.
Strategic Investment Solutions's OppFi position peaked at $45.1K in Q2 2025.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.