ZIM
OPFI icon

Zacks Investment Management’s OppFi OPFI Stock Holding History

Zacks Investment Management’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
Q1 		$297K Hold
38,585
– – ﹤0.01% 585
2025
Q4 		$404K Sell
38,585
-2,000
-5% -$20.3K ﹤0.01% 538
2025
Q3 		$460K Buy
40,585
+2,000
+5% +$22.5K ﹤0.01% 506
2025
Q2 		$540K Hold
38,585
– – ﹤0.01% 468
2025
Q1 		$359K Hold
38,585
– – ﹤0.01% 519
2024
Q4 		$296K Hold
38,585
– – ﹤0.01% 546
2024
Q3 		$183K Hold
38,585
– – ﹤0.01% 643
2024
Q2 		$131K Hold
38,585
– – ﹤0.01% 584
2024
Q1 		$96.5K Buy
+38,585
New +$131K ﹤0.01% 618

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's OPFI Position: Q1 2026 in Review

Zacks Investment Management held its OppFi (OPFI) position steady in Q1 2026 at 38,585 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Zacks Investment Management first reported a position in OPFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $540K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Zacks Investment Management held 38,585 shares of OppFi worth $297K as of Q1 2026.
  • Zacks Investment Management left its OppFi share count unchanged in Q1 2026.
  • OppFi made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #585 holding.
  • Zacks Investment Management first reported a position in OppFi in Q1 2024 and has held it in 9 quarters since.
  • Zacks Investment Management's OppFi position peaked at $540K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.