FAM
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Flaharty Asset Management’s Oportun Financial OPRT Stock Holding History

Flaharty Asset Management’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 		– Sell
-16,000
Closed -$73.8K – 104
2026
Q1 		$73.8K Hold
16,000
– – 0.01% 131
2025
Q4 		$84.6K Buy
16,000
+3,000
+23% +$15.8K 0.01% 138
2025
Q3 		$80.2K Buy
+13,000
New +$83.7K 0.01% 127
2025
Q2 		– Sell
-60,000
Closed -$329K – 372
2025
Q1 		$329K Buy
60,000
+10,000
+20% +$55K 0.05% 88
2024
Q4 		$194K Buy
50,000
+5,000
+11% +$16.1K 0.03% 125
2024
Q3 		$126K Buy
45,000
+10,000
+29% +$29K 0.02% 144
2024
Q2 		$102K Buy
35,000
+15,000
+75% +$45.5K 0.02% 115
2024
Q1 		$48.6K Sell
20,000
-20,000
-50% -$72.3K 0.01% 118
2023
Q4 		$156K Buy
40,000
+36,000
+900% +$154K 0.02% 117
2023
Q3 		$28.9K Buy
+4,000
New +$26.4K ﹤0.01% 237
2023
Q1 		– Sell
-11,400
Closed -$62.8K – 116
2022
Q4 		$62.8K Buy
+11,400
New +$59.6K 0.01% 117

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Flaharty Asset Management's OPRT Position: Q2 2026 in Review

Flaharty Asset Management sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 16,000 shares — an estimated $73.8K sold.

Flaharty Asset Management first reported a position in OPRT in Q4 2022 and held it in 11 quarters. The position peaked at $329K in Q1 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Flaharty Asset Management reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 16,000 Oportun Financial shares in Q2 2026, an estimated $73.8K.
  • Flaharty Asset Management first reported a position in Oportun Financial in Q4 2022 and held it in 11 quarters.
  • Flaharty Asset Management's Oportun Financial position peaked at $329K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.