Commonwealth Equity Services’s Oportun Financial OPRT Stock Holding History

Commonwealth Equity Services’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 Q3	$92.8K	Buy	+11,400	New	+$79.9K	﹤0.01%	4227

Other funds holding OPRT

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Commonwealth Equity Services's OPRT Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in Oportun Financial (OPRT) in Q3 2026: 11,400 shares worth $92.8K. The stake represents ﹤0.01% of the portfolio and ranks #4227 among its holdings.

30 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

Commonwealth Equity Services held 11,400 shares of Oportun Financial worth $92.8K as of Q3 2026.
Oportun Financial was a new Commonwealth Equity Services position in Q3 2026.
Oportun Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4227 holding.
30 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.