AIP
OPRT icon

Ameritas Investment Partners’s Oportun Financial OPRT Stock Holding History

Ameritas Investment Partners’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 		$19.5K Hold
3,418
– – ﹤0.01% 2767
2026
Q1 		$15.8K Hold
3,418
– – ﹤0.01% 2705
2025
Q4 		$18.1K Hold
3,418
– – ﹤0.01% 2677
2025
Q3 		$21.1K Hold
3,418
– – ﹤0.01% 2632
2025
Q2 		$24.5K Buy
+3,418
New +$20.5K ﹤0.01% 2568
2023
Q2 		– Sell
-1,717
Closed -$6.63K – 3182
2023
Q1 		$6.63K Hold
1,717
– – ﹤0.01% 2816
2022
Q4 		$10.6K Hold
1,717
– – ﹤0.01% 2790
2022
Q3 		$7K Hold
1,717
– – ﹤0.01% 2879
2022
Q2 		$14K Hold
1,717
– – ﹤0.01% 2719
2022
Q1 		$25K Hold
1,717
– – ﹤0.01% 2463
2021
Q4 		$35K Hold
1,717
– – ﹤0.01% 2353
2021
Q3 		$43K Hold
1,717
– – ﹤0.01% 2263
2021
Q2 		$34K Hold
1,717
– – ﹤0.01% 2435
2021
Q1 		$36K Hold
1,717
– – ﹤0.01% 2276
2020
Q4 		$33K Hold
1,717
– – ﹤0.01% 2221
2020
Q3 		$20K Hold
1,717
– – ﹤0.01% 2376
2020
Q2 		$23K Buy
1,717
+1,094
+176% +$10.2K ﹤0.01% 2296
2020
Q1 		$7K Hold
623
– – ﹤0.01% 2691
2019
Q4 		$15K Buy
+623
New +$11.5K ﹤0.01% 2561

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

Ameritas Investment Partners's OPRT Position: Q2 2026 in Review

Ameritas Investment Partners held its Oportun Financial (OPRT) position steady in Q2 2026 at 3,418 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Ameritas Investment Partners first reported a position in OPRT in Q4 2019 and has held it in 19 quarters since. The position peaked at $43K in Q3 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Ameritas Investment Partners held 3,418 shares of Oportun Financial worth $19.5K as of Q2 2026.
  • Ameritas Investment Partners left its Oportun Financial share count unchanged in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2767 holding.
  • Ameritas Investment Partners first reported a position in Oportun Financial in Q4 2019 and has held it in 19 quarters since.
  • Ameritas Investment Partners's Oportun Financial position peaked at $43K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.