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
Q2 		$24.8K Sell
4,310
-51,265
-92% -$275K ﹤0.01% 3414
2026
Q1 		$249K Buy
+55,575
New +$283K ﹤0.01% 2317

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

Jones Financial Companies's OPRT Position: Q2 2026 in Review

Jones Financial Companies reduced its Oportun Financial (OPRT) stake by 92% in Q2 2026, selling an estimated $275K and leaving 4,310 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Jones Financial Companies first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Jones Financial Companies held 4,310 shares of Oportun Financial worth $24.8K as of Q2 2026.
  • Jones Financial Companies sold 51,265 Oportun Financial shares in Q2 2026, an estimated $275K.
  • Oportun Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3414 holding.
  • Jones Financial Companies first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Oportun Financial position peaked at $249K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.