Farther Finance Advisors’s Oportun Financial OPRT Stock Holding History

Farther Finance 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	$1.23K	Buy	216 +150	+227%	+$803	﹤0.01%	5310
2026 Q1	$302	Buy	+66	New	+$336	﹤0.01%	5370
2024 Q1	–	Sell	-2	Closed	-$8	–	3687
2023 Q4	$8	Buy	+2	New	+$9	﹤0.01%	3513
2023 Q1	–	Sell	-55	Closed	-$303	–	2408
2022 Q4	$303	Buy	+55	New	+$288	﹤0.01%	1949

Other funds holding OPRT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's OPRT Position: Q2 2026 in Review

Farther Finance Advisors increased its Oportun Financial (OPRT) stake by 227% in Q2 2026, buying an estimated $803 and bringing the position to 216 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #5310.

Farther Finance Advisors first reported a position in OPRT in Q4 2022 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Farther Finance Advisors held 216 shares of Oportun Financial worth $1.23K as of Q2 2026.
Farther Finance Advisors bought 150 Oportun Financial shares in Q2 2026, an estimated $803.
Oportun Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5310 holding.
Farther Finance Advisors first reported a position in Oportun Financial in Q4 2022 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.