Y-Intercept (HK)’s OppFi OPFI Stock Holding History

Y-Intercept (HK)’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	$573K	Buy	95,067 +83,074	+693%	+$668K	0.01%	1252
2026 Q2	$119K	Buy	+11,993	New	+$104K	﹤0.01%	1602
2023 Q2	–	Sell	-38,318	Closed	-$78.6K	–	1591
2023 Q1	$78.6K	Buy	+38,318	New	+$80.5K	0.01%	1078

Other funds holding OPFI

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Y-Intercept (HK)'s OPFI Position: Q3 2026 in Review

Y-Intercept (HK) increased its OppFi (OPFI) stake by 693% in Q3 2026, buying an estimated $668K and bringing the position to 95,067 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #1252.

Y-Intercept (HK) first reported a position in OPFI in Q1 2023 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold OPFI as of Q3 2026.

Y-Intercept (HK) held 95,067 shares of OppFi worth $573K as of Q3 2026.
Y-Intercept (HK) bought 83,074 OppFi shares in Q3 2026, an estimated $668K.
OppFi made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1252 holding.
Y-Intercept (HK) first reported a position in OppFi in Q1 2023 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held OppFi as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.