Position in OPFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,213
+$2,730 QoQ
Shares Held
1,230
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 144 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,489,164 across 11 Credit Services names. OPFI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
58,539 | $2,527,714 | |
| 2 | V |
Visa Inc.
|
3,649 | $1,251,935 | |
| 3 | COF |
Capital One Financial Corp
|
1,275 | $255,790 | |
| 4 | MA |
Mastercard Inc
|
419 | $215,198 | |
| 5 | AXP |
American Express Co
|
531 | $179,610 | |
| 6 | ALLY |
Ally Financial Inc.
|
432 | $19,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,000 | $17,930 | |
| 8 | OPFI |
OppFi Inc.
This page
|
1,230 | $12,213 |
All Filings in OPFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,213 | 1,230 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,483 | 1,230 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,865 | 1,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,935 | 1,230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,207 | 1,230 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,439 | 1,230 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,421 | 1,230 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,817 | 1,230 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,169 | 1,230 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,075 | 1,230 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,297 | 1,230 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,099 | 1,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,509 | 1,230 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,521 | 1,230 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,521 | 1,230 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,829 | 1,230 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,046 | 1,230 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,218 | 1,230 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,584 | 1,230 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||