Summit Securities Group’s OppFi OPFI Stock Holding History

Summit Securities Group’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
2025 Q2	–	Sell	-2,000	Closed	-$18.6K	–	1329
2025 Q1	$18.6K	Buy	+2,000	New	+$22.3K	﹤0.01%	477

Other funds holding OPFI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Summit Securities Group's OPFI Position: Q2 2025 in Review

Summit Securities Group sold out of OppFi (OPFI) in Q2 2025, closing a stake of 2,000 shares — an estimated $18.6K sold.

Summit Securities Group first reported a position in OPFI in Q1 2025 and held it in 1 quarter. The position peaked at $18.6K in Q1 2025. 148 funds tracked by Wall St. Rank hold OPFI as of Q2 2025.

Summit Securities Group reported no remaining OppFi position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 2,000 OppFi shares in Q2 2025, an estimated $18.6K.
Summit Securities Group first reported a position in OppFi in Q1 2025 and held it in 1 quarter.
Summit Securities Group's OppFi position peaked at $18.6K in Q1 2025.
148 funds tracked by Wall St. Rank held OppFi as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.