EWA
OPRT icon

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
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

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's OPRT Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Oportun Financial (OPRT) in Q1 2026: 187 shares worth $862. The stake represents ﹤0.01% of the portfolio and ranks #3903 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in OPRT as recently as Q4 2023.

EverSource Wealth Advisors first reported a position in OPRT in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.68K in Q4 2022. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • EverSource Wealth Advisors held 187 shares of Oportun Financial worth $862 as of Q1 2026.
  • Oportun Financial was a new EverSource Wealth Advisors position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3903 holding.
  • EverSource Wealth Advisors first reported a position in Oportun Financial in Q4 2022 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Oportun Financial position peaked at $1.68K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.