Creative Planning’s Oportun Financial OPRT Stock Holding History

Creative Planning’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	$73.9K	Buy	+12,936	New	+$69.3K	﹤0.01%	4084

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

Creative Planning's OPRT Position: Q2 2026 in Review

Creative Planning opened a new position in Oportun Financial (OPRT) in Q2 2026: 12,936 shares worth $73.9K. The stake represents ﹤0.01% of the portfolio and ranks #4084 among its holdings.

134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Creative Planning held 12,936 shares of Oportun Financial worth $73.9K as of Q2 2026.
Oportun Financial was a new Creative Planning position in Q2 2026.
Oportun Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4084 holding.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.