TWM
OPFI icon

TCFG Wealth Management’s OppFi OPFI Stock Holding History

TCFG Wealth Management’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 		$116K Hold
15,024
– – 0.04% 269
2025
Q4 		$157K Buy
15,024
+50
+0.3% +$507 0.06% 262
2025
Q3 		$170K Buy
14,974
+4,325
+41% +$48.6K 0.07% 255
2025
Q2 		$149K Sell
10,649
-726
-6% -$8.16K 0.07% 251
2025
Q1 		$106K Buy
+11,375
New +$127K 0.05% 232

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

TCFG Wealth Management's OPFI Position: Q1 2026 in Review

TCFG Wealth Management held its OppFi (OPFI) position steady in Q1 2026 at 15,024 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #269.

TCFG Wealth Management first reported a position in OPFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $170K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • TCFG Wealth Management held 15,024 shares of OppFi worth $116K as of Q1 2026.
  • TCFG Wealth Management left its OppFi share count unchanged in Q1 2026.
  • OppFi made up 0.04% of TCFG Wealth Management's portfolio in Q1 2026, its #269 holding.
  • TCFG Wealth Management first reported a position in OppFi in Q1 2025 and has held it in 5 quarters since.
  • TCFG Wealth Management's OppFi position peaked at $170K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.