LPL Financial LLC

Position in OPFI — OppFi Inc.

CIK 1403438 FORT MILL, SC

Position in OPFI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,049,720

+$420,073 QoQ

Shares Held

206,417

-2.3% QoQ

Ownership

0.242%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#24

of 145 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $2,245,849,544 across 30 Credit Services names. OPFI ranks #23 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,996,401	$1,028,035,219
2	MA	Mastercard Inc	1,068,427	$548,744,107
3	AXP	American Express Co	947,552	$320,509,464
4	COF	Capital One Financial Corp	611,273	$122,633,589
5	SOFI	SoFi Technologies, Inc.	2,992,786	$53,660,652
6	PYPL	PayPal Holdings, Inc.	608,608	$26,279,693
7	FCFS	FirstCash Holdings, Inc.	98,996	$21,414,814
8	CACC	Credit Acceptance Corp	28,029	$17,847,185

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,049,720	206,417	-2.3%	Shares	Sole	2026-08-07
2026-03-31	$1,629,647	211,368	+2.4%	Shares	Sole	2026-05-06
2025-12-31	$2,158,117	206,321	+3.4%	Shares	Sole	2026-02-11
2025-09-30	$2,259,938	199,465	+13.2%	Shares	Sole	2025-11-12
2025-06-30	$2,465,611	176,241	-8.2%	Shares	Sole	2025-08-12
2025-03-31	$1,785,116	191,948	+7.2%	Shares	Sole	2025-05-07
2024-12-31	$1,371,178	179,005	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$844,541	178,550	+15.6%	Shares	Sole	2024-11-08
2024-06-30	$523,585	154,450	+41.3%	Shares	Sole	2024-08-07
2024-03-31	$273,227	109,291	-0.6%	Shares	Sole	2024-05-10
2023-12-31	$563,072	109,975	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.