Wells Fargo
OPFI icon

Wells Fargo’s OppFi OPFI Stock Holding History

Wells Fargo’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 		$245K Sell
24,704
-17,149
-41% -$148K ﹤0.01% 5070
2026
Q1 		$323K Sell
41,853
-20,252
-33% -$185K ﹤0.01% 4392
2025
Q4 		$650K Buy
62,105
+12,814
+26% +$130K ﹤0.01% 4292
2025
Q3 		$558K Sell
49,291
-244,603
-83% -$2.75M ﹤0.01% 4224
2025
Q2 		$4.11M Buy
293,894
+41,009
+16% +$461K ﹤0.01% 2629
2025
Q1 		$2.35M Buy
252,885
+210,741
+500% +$2.35M ﹤0.01% 3041
2024
Q4 		$323K Buy
42,144
+35,921
+577% +$227K ﹤0.01% 4472
2024
Q3 		$29.4K Sell
6,223
-54
-0.9% -$224 ﹤0.01% 5529
2024
Q2 		$21.3K Sell
6,277
-26,751
-81% -$81.4K ﹤0.01% 5571
2024
Q1 		$82.6K Buy
33,028
+29,571
+855% +$100K ﹤0.01% 5004
2023
Q4 		$17.7K Buy
3,457
+663
+24% +$2.11K ﹤0.01% 5680
2023
Q3 		$7.04K Sell
2,794
-1,463
-34% -$3.4K ﹤0.01% 5885
2023
Q2 		$8.69K Buy
4,257
+2,549
+149% +$5.3K ﹤0.01% 5941
2023
Q1 		$3.5K Buy
+1,708
New +$3.59K ﹤0.01% 6129
2022
Q4 		– Sell
-4
Closed – – 7640
2022
Q3 		$0 Sell
4
-166
-98% -$474 ﹤0.01% 7168
2022
Q2 		$1K Buy
170
+87
+105% +$280 ﹤0.01% 6565
2022
Q1 		$0 Hold
83
– – ﹤0.01% 7610
2021
Q4 		$0 Sell
83
-1,000
-92% -$6.02K ﹤0.01% 7643
2021
Q3 		$9K Buy
1,083
+83
+8% +$731 ﹤0.01% 6239
2021
Q2 		$10K Hold
1,000
– – ﹤0.01% 6147
2021
Q1 		$10K Buy
+1,000
New +$10.5K ﹤0.01% 6344

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 40.89% 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

Wells Fargo's OPFI Position: Q2 2026 in Review

Wells Fargo reduced its OppFi (OPFI) stake by 41% in Q2 2026, selling an estimated $148K and leaving 24,704 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #5070.

Wells Fargo first reported a position in OPFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.11M in Q2 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Wells Fargo held 24,704 shares of OppFi worth $245K as of Q2 2026.
  • Wells Fargo sold 17,149 OppFi shares in Q2 2026, an estimated $148K.
  • OppFi made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5070 holding.
  • Wells Fargo first reported a position in OppFi in Q1 2021 and has held it in 21 quarters since.
  • Wells Fargo's OppFi position peaked at $4.11M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.