Jones Financial Companies
OPRT icon

Jones Financial Companies’s Oportun Financial OPRT Stock Holding History

Jones Financial Companies’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 		$249K Buy
+55,575
New +$283K ﹤0.01% 2317

Other funds holding OPRT

Neuberger Berman Group
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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

Jones Financial Companies's OPRT Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Oportun Financial (OPRT) in Q1 2026: 55,575 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #2317 among its holdings.

126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Jones Financial Companies held 55,575 shares of Oportun Financial worth $249K as of Q1 2026.
  • Oportun Financial was a new Jones Financial Companies position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2317 holding.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.