Capital Advisors Ltd’s Oportun Financial OPRT Stock Holding History

Capital Advisors Ltd’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	$0	Hold	36	–	–	﹤0.01%	1525
2026 Q1	$0	Hold	36	–	–	﹤0.01%	1537
2025 Q4	$0	Hold	36	–	–	﹤0.01%	1512
2025 Q3	$0	Hold	36	–	–	﹤0.01%	1505
2025 Q2	$0	Hold	36	–	–	﹤0.01%	1553
2025 Q1	$0	Sell	36 -11	-23%	-$61	﹤0.01%	1520
2024 Q4	$0	Buy	+47	New	+$152	﹤0.01%	1522

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

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

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Capital Advisors Ltd's OPRT Position: Q2 2026 in Review

Capital Advisors Ltd held its Oportun Financial (OPRT) position steady in Q2 2026 at 36 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Capital Advisors Ltd first reported a position in OPRT in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Capital Advisors Ltd held 36 shares of Oportun Financial worth $0 as of Q2 2026.
Capital Advisors Ltd left its Oportun Financial share count unchanged in Q2 2026.
Oportun Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1525 holding.
Capital Advisors Ltd first reported a position in Oportun Financial in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.