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Allworth Financial’s Oportun Financial OPRT Stock Holding History

Allworth Financial’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 		$12.2K Buy
2,141
+1,112
+108% +$5.96K ﹤0.01% 3580
2026
Q1 		$4.74K Buy
+1,029
New +$5.24K ﹤0.01% 3994
2025
Q4 		– Sell
-6
Closed -$38 – 5211
2025
Q3 		$38 Buy
+6
New +$39 ﹤0.01% 4774
2022
Q3 		– Sell
-30
Closed – – 2973
2022
Q2 		$0 Buy
+30
New +$346 ﹤0.01% 2683

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Allworth Financial's OPRT Position: Q2 2026 in Review

Allworth Financial increased its Oportun Financial (OPRT) stake by 108% in Q2 2026, buying an estimated $5.96K and bringing the position to 2,141 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Allworth Financial first reported a position in OPRT in Q2 2022 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Allworth Financial held 2,141 shares of Oportun Financial worth $12.2K as of Q2 2026.
  • Allworth Financial bought 1,112 Oportun Financial shares in Q2 2026, an estimated $5.96K.
  • Oportun Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3580 holding.
  • Allworth Financial first reported a position in Oportun Financial in Q2 2022 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.