EverSource Wealth Advisors’s Oportun Financial OPRT Stock Holding History

EverSource Wealth Advisors’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	$1.94K	Buy	339 +152	+81%	+$814	﹤0.01%	3733
2026 Q1	$862	Buy	+187	New	+$952	﹤0.01%	3903
2024 Q1	–	Sell	-90	Closed	-$352	–	2961
2023 Q4	$352	Hold	90	–	–	﹤0.01%	2567
2023 Q3	$650	Buy	+90	New	+$594	﹤0.01%	2332
2023 Q1	–	Sell	-304	Closed	-$1.68K	–	2487
2022 Q4	$1.68K	Buy	+304	New	+$1.59K	﹤0.01%	1968

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

EverSource Wealth Advisors's OPRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Oportun Financial (OPRT) stake by 81% in Q2 2026, buying an estimated $814 and bringing the position to 339 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

EverSource Wealth Advisors first reported a position in OPRT in Q4 2022 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

EverSource Wealth Advisors held 339 shares of Oportun Financial worth $1.94K as of Q2 2026.
EverSource Wealth Advisors bought 152 Oportun Financial shares in Q2 2026, an estimated $814.
Oportun Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3733 holding.
EverSource Wealth Advisors first reported a position in Oportun Financial in Q4 2022 and has held it in 5 quarters since.
133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.