Position in OPFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$383,149
+$85,659 QoQ
Shares Held
38,585
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 144 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $160,234,296 across 12 Credit Services names. OPFI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
204,008 | $69,005,706 | |
| 2 | V |
Visa Inc.
|
96,378 | $33,066,328 | |
| 3 | MA |
Mastercard Inc
|
48,193 | $24,751,924 | |
| 4 | COF |
Capital One Financial Corp
|
90,170 | $18,089,905 | |
| 5 | CACC |
Credit Acceptance Corp
|
7,955 | $5,065,266 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
58,686 | $4,785,843 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
40,845 | $4,425,555 | |
| 8 | OPFI |
OppFi Inc.
This page
|
38,585 | $383,149 |
All Filings in OPFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,149 | 38,585 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $297,490 | 38,585 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $403,599 | 38,585 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $459,828 | 40,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $539,804 | 38,585 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $358,840 | 38,585 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $295,561 | 38,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $182,507 | 38,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $130,803 | 38,585 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $96,462 | 38,585 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||