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 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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s OPFI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in OppFi (OPFI) in Q2 2026: 11,993 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in OPFI as recently as Q1 2023.

Y-Intercept (HK) first reported a position in OPFI in Q1 2023 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Y-Intercept (HK) held 11,993 shares of OppFi worth $119K as of Q2 2026.
OppFi was a new Y-Intercept (HK) position in Q2 2026.
OppFi made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1602 holding.
Y-Intercept (HK) first reported a position in OppFi in Q1 2023 and has held it in 2 quarters since.
19 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.