EH
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Equitable Holdings’s Oportun Financial OPRT Stock Holding History

Equitable 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
2025
Q3 		– Sell
-20,000
Closed -$143K – 1573
2025
Q2 		$143K Hold
20,000
– – ﹤0.01% 1398
2025
Q1 		$110K Buy
+20,000
New +$110K ﹤0.01% 1294

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Equitable Holdings's OPRT Position: Q3 2025 in Review

Equitable Holdings sold out of Oportun Financial (OPRT) in Q3 2025, closing a stake of 20,000 shares — an estimated $143K sold.

Equitable Holdings first reported a position in OPRT in Q1 2025 and held it in 2 quarters. The position peaked at $143K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRT as of Q3 2025.

  • Equitable Holdings reported no remaining Oportun Financial position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 20,000 Oportun Financial shares in Q3 2025, an estimated $143K.
  • Equitable Holdings first reported a position in Oportun Financial in Q1 2025 and held it in 2 quarters.
  • Equitable Holdings's Oportun Financial position peaked at $143K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.