Arax Advisory Partners’s Oportun Financial OPRT Stock Holding History

Arax Advisory 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	$5.9K	Buy	1,033 +460	+80%	+$2.46K	﹤0.01%	4551
2026 Q1	$2.64K	Buy	573 +570	+19,000%	+$2.9K	﹤0.01%	3029
2025 Q4	$16	Buy	+3	New	+$16	﹤0.01%	4037

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

Arax Advisory Partners's OPRT Position: Q2 2026 in Review

Arax Advisory Partners increased its Oportun Financial (OPRT) stake by 80% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,033 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4551.

Arax Advisory Partners first reported a position in OPRT in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Arax Advisory Partners held 1,033 shares of Oportun Financial worth $5.9K as of Q2 2026.
Arax Advisory Partners bought 460 Oportun Financial shares in Q2 2026, an estimated $2.46K.
Oportun Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4551 holding.
Arax Advisory Partners first reported a position in Oportun Financial in Q4 2025 and has held it in 3 quarters since.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.