Kilter Group’s Oportun Financial OPRT Stock Holding History

Kilter Group’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 Q4	–	Sell	-86	Closed	-$531	–	1465
2025 Q3	$531	Buy	+86	New	+$554	﹤0.01%	1038

Other funds holding OPRT

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Kilter Group's OPRT Position: Q4 2025 in Review

Kilter Group sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 86 shares — an estimated $531 sold.

Kilter Group first reported a position in OPRT in Q3 2025 and held it in 1 quarter. The position peaked at $531 in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

Kilter Group reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
Kilter Group sold 86 Oportun Financial shares in Q4 2025, an estimated $531.
Kilter Group first reported a position in Oportun Financial in Q3 2025 and held it in 1 quarter.
Kilter Group's Oportun Financial position peaked at $531 in Q3 2025.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Kilter Group's 13F filing for Q4 2025, filed 13 Feb 2026.