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Clearstead Advisors’s Oportun Financial OPRT Stock Holding History

Clearstead Advisors’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 		$63 Buy
+11
New +$59 ﹤0.01% 3440
2026
Q1 		– Sell
-5,574
Closed -$29.5K – 2679
2025
Q4 		$29.5K Buy
5,574
+3,671
+193% +$19.4K ﹤0.01% 1587
2025
Q3 		$11.7K Hold
1,903
– – ﹤0.01% 1876
2025
Q2 		$13.6K Buy
+1,903
New +$11.4K ﹤0.01% 1777

Other funds holding OPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Summa Corp Tomball, Texas $319M AUM 80.43% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's OPRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Oportun Financial (OPRT) in Q2 2026: 11 shares worth $63. The stake represents ﹤0.01% of the portfolio and ranks #3440 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OPRT as recently as Q4 2025.

Clearstead Advisors first reported a position in OPRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q4 2025. 40 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Clearstead Advisors held 11 shares of Oportun Financial worth $63 as of Q2 2026.
  • Oportun Financial was a new Clearstead Advisors position in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3440 holding.
  • Clearstead Advisors first reported a position in Oportun Financial in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Oportun Financial position peaked at $29.5K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.