BWL
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Bogart Wealth LLC’s Oportun Financial OPRT Stock Holding History

Bogart Wealth LLC’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 		$1.31K Buy
+230
New +$1.23K ﹤0.01% 1552

Other funds holding OPRT

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
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bogart Wealth LLC's OPRT Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Oportun Financial (OPRT) in Q2 2026: 230 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings.

15 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Bogart Wealth LLC held 230 shares of Oportun Financial worth $1.31K as of Q2 2026.
  • Oportun Financial was a new Bogart Wealth LLC position in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1552 holding.
  • 15 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.