Berger Financial Group’s Oportun Financial OPRT Stock Holding History

Berger Financial Group’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	$1.66M	Buy	291,041 +47,466	+19%	+$254K	0.08%	167
2026 Q1	$1.12M	Buy	243,575 +47,032	+24%	+$239K	0.06%	196
2025 Q4	$1.04M	Hold	196,543	–	–	0.06%	203
2025 Q3	$1.21M	Hold	196,543	–	–	0.07%	188
2025 Q2	$1.41M	Hold	196,543	–	–	0.09%	166
2025 Q1	$1.08M	Buy	196,543 +23,633	+14%	+$130K	0.07%	181
2024 Q4	$671K	Sell	172,910 -8,403	-5%	-$27.1K	0.05%	216
2024 Q3	$509K	Buy	181,313 +5,703	+3%	+$16.6K	0.04%	234
2024 Q2	$509K	Hold	175,610	–	–	0.04%	210
2024 Q1	$427K	Buy	175,610 +18,512	+12%	+$66.9K	0.04%	226
2023 Q4	$614K	Hold	157,098	–	–	0.06%	149
2023 Q3	$1.13M	Buy	+157,098	New	+$1.04M	0.13%	112

Other funds holding OPRT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

Berger Financial Group's OPRT Position: Q2 2026 in Review

Berger Financial Group increased its Oportun Financial (OPRT) stake by 19% in Q2 2026, buying an estimated $254K and bringing the position to 291,041 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #167.

Berger Financial Group first reported a position in OPRT in Q3 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Berger Financial Group held 291,041 shares of Oportun Financial worth $1.66M as of Q2 2026.
Berger Financial Group bought 47,466 Oportun Financial shares in Q2 2026, an estimated $254K.
Oportun Financial made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #167 holding.
Berger Financial Group first reported a position in Oportun Financial in Q3 2023 and has held it in 12 quarters since.
19 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.