CIBC Private Wealth Group
OPRT icon

CIBC Private Wealth Group’s Oportun Financial OPRT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$106 Hold
20
– – ﹤0.01% 3304
2025
Q3 		$123 Hold
20
– – ﹤0.01% 2972
2025
Q2 		$143 Hold
20
– – ﹤0.01% 2941
2025
Q1 		$87 Hold
20
– – ﹤0.01% 2999
2024
Q4 		$75 Hold
20
– – ﹤0.01% 2924
2024
Q3 		$56 Hold
20
– – ﹤0.01% 3063
2024
Q2 		$51 Hold
20
– – ﹤0.01% 3104
2024
Q1 		$47 Buy
+20
New +$72 ﹤0.01% 3023

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM

CIBC Private Wealth Group's OPRT Position: Q4 2025 in Review

CIBC Private Wealth Group held its Oportun Financial (OPRT) position steady in Q4 2025 at 20 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #3304.

CIBC Private Wealth Group first reported a position in OPRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $143 in Q2 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • CIBC Private Wealth Group held 20 shares of Oportun Financial worth $106 as of Q4 2025.
  • CIBC Private Wealth Group left its Oportun Financial share count unchanged in Q4 2025.
  • Oportun Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3304 holding.
  • CIBC Private Wealth Group first reported a position in Oportun Financial in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Oportun Financial position peaked at $143 in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.