IWC
OPRT icon

Integrated Wealth Concepts’s Oportun Financial OPRT Stock Holding History

Integrated Wealth Concepts’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 		$13.9K Buy
+2,434
New +$13K ﹤0.01% 4360

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

Integrated Wealth Concepts's OPRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Oportun Financial (OPRT) in Q2 2026: 2,434 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #4360 among its holdings.

134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Integrated Wealth Concepts held 2,434 shares of Oportun Financial worth $13.9K as of Q2 2026.
  • Oportun Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4360 holding.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.