EMG Holdings’s Oportun Financial OPRT Stock Holding History

EMG Holdings’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	$794K	Sell	139,072 -100	-0.1%	-$536	0.63%	19
2026 Q1	$642K	Hold	139,172	–	–	0.16%	26
2025 Q4	$736K	Hold	139,172	–	–	0.54%	24
2025 Q3	$859K	Hold	139,172	–	–	0.32%	24
2025 Q2	$996K	Hold	139,172	–	–	0.73%	18
2025 Q1	$764K	Sell	139,172 -484,051	-78%	-$2.66M	0.37%	23
2024 Q4	$2.42M	Sell	623,223 -88,408	-12%	-$285K	1.44%	20
2024 Q3	$2M	Hold	711,631	–	–	1.05%	19
2024 Q2	$2.06M	Sell	711,631 -1,498,269	-68%	-$4.54M	1.01%	24
2024 Q1	$5.37M	Sell	2,209,900 -274,249	-11%	-$991K	1%	17
2023 Q4	$9.71M	Sell	2,484,149 -10,327	-0.4%	-$44.1K	1.59%	16
2023 Q3	$18M	Sell	2,494,476 -231,226	-8%	-$1.53M	3.92%	6
2023 Q2	$16.3M	Hold	2,725,702	–	–	3.79%	8
2023 Q1	$10.5M	Buy	2,725,702 +2,047,164	+302%	+$11.5M	1.1%	17
2022 Q4	$3.74M	Buy	+678,538	New	+$3.55M	0.58%	28

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

EMG Holdings's OPRT Position: Q2 2026 in Review

EMG Holdings reduced its Oportun Financial (OPRT) stake by 0.07% in Q2 2026, selling an estimated $536 and leaving 139,072 shares worth $794K. The position accounts for 0.63% of the portfolio, ranked #19.

EMG Holdings first reported a position in OPRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $18M in Q3 2023. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

EMG Holdings held 139,072 shares of Oportun Financial worth $794K as of Q2 2026.
EMG Holdings sold 100 Oportun Financial shares in Q2 2026, an estimated $536.
Oportun Financial made up 0.63% of EMG Holdings's portfolio in Q2 2026, its #19 holding.
EMG Holdings first reported a position in Oportun Financial in Q4 2022 and has held it in 15 quarters since.
EMG Holdings's Oportun Financial position peaked at $18M in Q3 2023.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on EMG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.