Cerity Partners’s Oportun Financial OPRT Stock Holding History

Cerity 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	$159K	Sell	27,819 -4,732	-15%	-$25.3K	﹤0.01%	3116
2026 Q1	$150K	Buy	32,551 +8,287	+34%	+$42.2K	﹤0.01%	2950
2025 Q4	$128K	Hold	24,264	–	–	﹤0.01%	2715
2025 Q3	$150K	Hold	24,264	–	–	﹤0.01%	2567
2025 Q2	$174K	Hold	24,264	–	–	﹤0.01%	2390
2025 Q1	$133K	Hold	24,264	–	–	﹤0.01%	2286
2024 Q4	$94.1K	Hold	24,264	–	–	﹤0.01%	2337
2024 Q3	$68.2K	Buy	+24,264	New	+$70.5K	﹤0.01%	2461
2024 Q1	–	Sell	-94,872	Closed	-$371K	–	2334
2023 Q4	$371K	Buy	94,872 +70,608	+291%	+$302K	﹤0.01%	1416
2023 Q3	$175K	Buy	+24,264	New	+$160K	﹤0.01%	1295

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

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

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

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Cerity Partners's OPRT Position: Q2 2026 in Review

Cerity Partners reduced its Oportun Financial (OPRT) stake by 15% in Q2 2026, selling an estimated $25.3K and leaving 27,819 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Cerity Partners first reported a position in OPRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $371K in Q4 2023. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Cerity Partners held 27,819 shares of Oportun Financial worth $159K as of Q2 2026.
Cerity Partners sold 4,732 Oportun Financial shares in Q2 2026, an estimated $25.3K.
Oportun Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3116 holding.
Cerity Partners first reported a position in Oportun Financial in Q3 2023 and has held it in 10 quarters since.
Cerity Partners's Oportun Financial position peaked at $371K in Q4 2023.
133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.