EF
OPRT icon

Empowered Funds’s Oportun Financial OPRT Stock Holding History

Empowered Funds’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 		$1.16M Buy
203,478
+14,558
+8% +$78K 0.01% 1416
2026
Q1 		$871K Buy
188,920
+16,887
+10% +$86K 0.01% 1460
2025
Q4 		$910K Buy
172,033
+17,349
+11% +$91.5K 0.02% 660
2025
Q3 		$954K Buy
154,684
+17,973
+13% +$116K 0.01% 1196
2025
Q2 		$979K Buy
136,711
+11,731
+9% +$70.4K 0.01% 1081
2025
Q1 		$686K Buy
124,980
+8,752
+8% +$48.1K 0.01% 1117
2024
Q4 		$451K Buy
116,228
+5,608
+5% +$18.1K 0.01% 1224
2024
Q3 		$311K Buy
110,620
+5,628
+5% +$16.3K ﹤0.01% 1242
2024
Q2 		$304K Buy
104,992
+7,560
+8% +$22.9K 0.01% 1203
2024
Q1 		$237K Buy
97,432
+7,350
+8% +$26.6K ﹤0.01% 1272
2023
Q4 		$352K Buy
90,082
+8,064
+10% +$34.4K 0.01% 1073
2023
Q3 		$592K Buy
82,018
+40,477
+97% +$267K 0.02% 855
2023
Q2 		$248K Buy
+41,541
New +$204K 0.01% 1016

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Empowered Funds's OPRT Position: Q2 2026 in Review

Empowered Funds increased its Oportun Financial (OPRT) stake by 7.7% in Q2 2026, buying an estimated $78K and bringing the position to 203,478 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1416.

Empowered Funds first reported a position in OPRT in Q2 2023 and has held it in 13 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Empowered Funds held 203,478 shares of Oportun Financial worth $1.16M as of Q2 2026.
  • Empowered Funds bought 14,558 Oportun Financial shares in Q2 2026, an estimated $78K.
  • Oportun Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1416 holding.
  • Empowered Funds first reported a position in Oportun Financial in Q2 2023 and has held it in 13 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.