CP
OPRT icon

Castleview Partners’s Oportun Financial OPRT Stock Holding History

Castleview Partners’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 		– Sell
-22,093
Closed -$102K – 237
2026
Q1 		$102K Buy
+22,093
New +$112K 0.05% 195

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

Castleview Partners's OPRT Position: Q2 2026 in Review

Castleview Partners sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 22,093 shares — an estimated $102K sold.

Castleview Partners first reported a position in OPRT in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 7 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Castleview Partners reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 22,093 Oportun Financial shares in Q2 2026, an estimated $102K.
  • Castleview Partners first reported a position in Oportun Financial in Q1 2026 and held it in 1 quarter.
  • Castleview Partners's Oportun Financial position peaked at $102K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.