UBS AM
OPFI icon

UBS AM’s OppFi OPFI Stock Holding History

UBS AM’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 		$953 Hold
96
– – ﹤0.01% 3617
2026
Q1 		$740 Buy
+96
New +$879 ﹤0.01% 3701

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM's OPFI Position: Q2 2026 in Review

UBS AM held its OppFi (OPFI) position steady in Q2 2026 at 96 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

UBS AM first reported a position in OPFI in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • UBS AM held 96 shares of OppFi worth $953 as of Q2 2026.
  • UBS AM left its OppFi share count unchanged in Q2 2026.
  • OppFi made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3617 holding.
  • UBS AM first reported a position in OppFi in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.