Carson Wealth (CWM LLC)’s Oportun Financial OPRT Stock Holding History

Carson Wealth (CWM 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 Q1	$82.4K	Buy	17,876 +17,828	+37,142%	+$90.7K	﹤0.01%	3428
2025 Q4	$0	Sell	48 -23	-32%	-$121	﹤0.01%	5557
2025 Q3	$0	Buy	+71	New	+$457	﹤0.01%	5460
2023 Q2	–	Sell	-1,252	Closed	-$5K	–	4388
2023 Q1	$5K	Hold	1,252	–	–	﹤0.01%	3307
2022 Q4	$7K	Hold	1,252	–	–	﹤0.01%	3018
2022 Q3	$5K	Buy	1,252 +819	+189%	+$5.82K	﹤0.01%	3087
2022 Q2	$4K	Buy	433 +181	+72%	+$2.09K	﹤0.01%	3114
2022 Q1	$4K	Buy	252 +154	+157%	+$2.57K	﹤0.01%	2944
2021 Q4	$2K	Buy	+98	New	+$2.29K	﹤0.01%	3157
2021 Q2	$2K	Hold	98	–	–	﹤0.01%	2683
2021 Q1	$2K	Hold	98	–	–	﹤0.01%	2683
2020 Q4	$2K	Hold	98	–	–	﹤0.01%	2682
2020 Q3	$2K	Hold	98	–	–	﹤0.01%	2681
2020 Q2	$2K	Hold	98	–	–	﹤0.01%	2680
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	2680
2019 Q4	$2K	Hold	98	–	–	﹤0.01%	2679
2019 Q3	$2K	Buy	+98	New	+$1.59K	﹤0.01%	2679

Other funds holding OPRT

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OPRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Oportun Financial (OPRT) stake by 37,142% in Q1 2026, buying an estimated $90.7K and bringing the position to 17,876 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Carson Wealth (CWM LLC) first reported a position in OPRT in Q3 2019 and has held it in 17 quarters since. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Carson Wealth (CWM LLC) held 17,876 shares of Oportun Financial worth $82.4K as of Q1 2026.
Carson Wealth (CWM LLC) bought 17,828 Oportun Financial shares in Q1 2026, an estimated $90.7K.
Oportun Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3428 holding.
Carson Wealth (CWM LLC) first reported a position in Oportun Financial in Q3 2019 and has held it in 17 quarters since.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.