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James T. Borello RIA’s OppFi OPFI Stock Holding History

James T. Borello RIA’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
Q3 		$802 Sell
133
-471
-78% -$3.79K ﹤0.01% 1008
2026
Q2 		$6K Buy
+604
New +$5.23K ﹤0.01% 735

Other funds holding OPFI

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

James T. Borello RIA's OPFI Position: Q3 2026 in Review

James T. Borello RIA reduced its OppFi (OPFI) stake by 78% in Q3 2026, selling an estimated $3.79K and leaving 133 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

James T. Borello RIA first reported a position in OPFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $6K in Q2 2026. 12 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

  • James T. Borello RIA held 133 shares of OppFi worth $802 as of Q3 2026.
  • James T. Borello RIA sold 471 OppFi shares in Q3 2026, an estimated $3.79K.
  • OppFi made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1008 holding.
  • James T. Borello RIA first reported a position in OppFi in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's OppFi position peaked at $6K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.