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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
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1-Year Est. Return
FCM
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1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
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$134B AUM
35.51%
1-Year Est. Return
LFCM
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$2.28B AUM
7.31%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
SC
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$109M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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