Barclays
OPRT icon

Barclays’s Oportun Financial OPRT Stock Holding History

Barclays’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 		$595K Sell
104,167
-1,796
-2% -$9.62K ﹤0.01% 3118
2026
Q1 		$488K Sell
105,963
-43,962
-29% -$224K ﹤0.01% 3202
2025
Q4 		$793K Buy
149,925
+53,954
+56% +$285K ﹤0.01% 3587
2025
Q3 		$592K Buy
95,971
+19,177
+25% +$124K ﹤0.01% 3704
2025
Q2 		$550K Buy
76,794
+53,352
+228% +$320K ﹤0.01% 3711
2025
Q1 		$129K Sell
23,442
-1,005
-4% -$5.53K ﹤0.01% 4300
2024
Q4 		$94.9K Buy
24,447
+5,114
+26% +$16.5K ﹤0.01% 4603
2024
Q3 		$54.3K Hold
19,333
– – ﹤0.01% 4722
2024
Q2 		$56.1K Sell
19,333
-31,992
-62% -$97K ﹤0.01% 4163
2024
Q1 		$125K Sell
51,325
-32,561
-39% -$118K ﹤0.01% 4345
2023
Q4 		$328K Buy
83,886
+46,934
+127% +$200K ﹤0.01% 4153
2023
Q3 		$267K Buy
36,952
+21,071
+133% +$139K ﹤0.01% 3148
2023
Q2 		$94.8K Sell
15,881
-20,155
-56% -$98.9K ﹤0.01% 3582
2023
Q1 		$139K Buy
36,036
+15,355
+74% +$86.4K ﹤0.01% 3993
2022
Q4 		$114K Buy
20,681
+6,376
+45% +$33.3K ﹤0.01% 4152
2022
Q3 		$62K Sell
14,305
-218
-2% -$1.55K ﹤0.01% 3715
2022
Q2 		$121K Buy
14,523
+3,059
+27% +$35.3K ﹤0.01% 3689
2022
Q1 		$164K Buy
+11,464
New +$191K ﹤0.01% 3543

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

Barclays's OPRT Position: Q2 2026 in Review

Barclays reduced its Oportun Financial (OPRT) stake by 1.7% in Q2 2026, selling an estimated $9.62K and leaving 104,167 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Barclays first reported a position in OPRT in Q1 2022 and has held it in 18 quarters since. The position peaked at $793K in Q4 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Barclays held 104,167 shares of Oportun Financial worth $595K as of Q2 2026.
  • Barclays sold 1,796 Oportun Financial shares in Q2 2026, an estimated $9.62K.
  • Oportun Financial made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3118 holding.
  • Barclays first reported a position in Oportun Financial in Q1 2022 and has held it in 18 quarters since.
  • Barclays's Oportun Financial position peaked at $793K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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