Transcendent Capital Group’s OppFi OPFI Stock Holding History

Transcendent Capital 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
2024 Q4	–	Sell	-500	Closed	-$2.37K	–	477
2024 Q3	$2.37K	Buy	+500	New	+$2.08K	﹤0.01%	421

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

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

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

Transcendent Capital Group's OPFI Position: Q4 2024 in Review

Transcendent Capital Group sold out of OppFi (OPFI) in Q4 2024, closing a stake of 500 shares — an estimated $2.37K sold.

Transcendent Capital Group first reported a position in OPFI in Q3 2024 and held it in 1 quarter. The position peaked at $2.37K in Q3 2024. 108 funds tracked by Wall St. Rank hold OPFI as of Q4 2024.

Transcendent Capital Group reported no remaining OppFi position as of Q4 2024 after selling out during the quarter.
Transcendent Capital Group sold 500 OppFi shares in Q4 2024, an estimated $2.37K.
Transcendent Capital Group first reported a position in OppFi in Q3 2024 and held it in 1 quarter.
Transcendent Capital Group's OppFi position peaked at $2.37K in Q3 2024.
108 funds tracked by Wall St. Rank held OppFi as of Q4 2024.

Based on Transcendent Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.