GWN Securities’s Oportun Financial OPRT Stock Holding History

GWN Securities’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
2025 Q3	–	Sell	-16,748	Closed	-$120K	–	424
2025 Q2	$120K	Buy	+16,748	New	+$100K	0.02%	389

Other funds holding OPRT

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWN Securities's OPRT Position: Q3 2025 in Review

GWN Securities sold out of Oportun Financial (OPRT) in Q3 2025, closing a stake of 16,748 shares — an estimated $120K sold.

GWN Securities first reported a position in OPRT in Q2 2025 and held it in 1 quarter. The position peaked at $120K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRT as of Q3 2025.

GWN Securities reported no remaining Oportun Financial position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 16,748 Oportun Financial shares in Q3 2025, an estimated $120K.
GWN Securities first reported a position in Oportun Financial in Q2 2025 and held it in 1 quarter.
GWN Securities's Oportun Financial position peaked at $120K in Q2 2025.
125 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.