AllianceBernstein’s Oportun Financial OPRT Stock Holding History

AllianceBernstein’s Portfolio OPRT Stock Details OPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.8K	Buy	+15,800	New	+$84.6K	﹤0.01%	3276
2023 Q2	–	Sell	-10,000	Closed	-$38.6K	–	3222
2023 Q1	$38.6K	Sell	10,000 -200	-2%	-$1.13K	﹤0.01%	3108
2022 Q4	$56.2K	Buy	+10,200	New	+$53.3K	﹤0.01%	3166
2021 Q1	–	Sell	-13,100	Closed	-$254K	–	3285
2020 Q4	$254K	Sell	13,100 -5,582	-30%	-$91.2K	﹤0.01%	2925
2020 Q3	$220K	Buy	18,682 +382	+2%	+$5.15K	﹤0.01%	2937
2020 Q2	$246K	Buy	+18,300	New	+$170K	﹤0.01%	2950

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

AllianceBernstein's OPRT Position: Q2 2026 in Review

AllianceBernstein opened a new position in Oportun Financial (OPRT) in Q2 2026: 15,800 shares worth $72.8K. The stake represents ﹤0.01% of the portfolio and ranks #3276 among its holdings. This is a return to the name: AllianceBernstein previously reported a position in OPRT as recently as Q1 2023.

AllianceBernstein first reported a position in OPRT in Q2 2020 and has held it in 6 quarters since. The position peaked at $254K in Q4 2020. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

AllianceBernstein held 15,800 shares of Oportun Financial worth $72.8K as of Q2 2026.
Oportun Financial was a new AllianceBernstein position in Q2 2026.
Oportun Financial made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #3276 holding.
AllianceBernstein first reported a position in Oportun Financial in Q2 2020 and has held it in 6 quarters since.
AllianceBernstein's Oportun Financial position peaked at $254K in Q4 2020.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.