Essential Partners’s Oportun Financial OPRT Stock Holding History

Essential Partners’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	$3.02K	Buy	371 +64	+21%	+$449	﹤0.01%	1759
2026 Q2	$1.75K	Buy	307 +301	+5,017%	+$1.61K	﹤0.01%	2032
2026 Q1	$28	Buy	+6	New	+$31	﹤0.01%	2813

Other funds holding OPRT

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's OPRT Position: Q3 2026 in Review

Essential Partners increased its Oportun Financial (OPRT) stake by 21% in Q3 2026, buying an estimated $449 and bringing the position to 371 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Essential Partners first reported a position in OPRT in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

Essential Partners held 371 shares of Oportun Financial worth $3.02K as of Q3 2026.
Essential Partners bought 64 Oportun Financial shares in Q3 2026, an estimated $449.
Oportun Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1759 holding.
Essential Partners first reported a position in Oportun Financial in Q1 2026 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.