Legal & General Group
OPRT icon

Legal & General Group’s Oportun Financial OPRT Stock Holding History

Legal & General 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
2026
Q2 		$20.7K Hold
3,630
– – ﹤0.01% 3098
2026
Q1 		$16.7K Hold
3,630
– – ﹤0.01% 3030
2025
Q4 		$19.2K Hold
3,630
– – ﹤0.01% 3044
2025
Q3 		$22.4K Buy
3,630
+588
+19% +$3.79K ﹤0.01% 2998
2025
Q2 		$21.8K Buy
+3,042
New +$18.2K ﹤0.01% 2972
2023
Q2 		– Sell
-2,326
Closed -$8.98K – 3487
2023
Q1 		$8.98K Hold
2,326
– – ﹤0.01% 3221
2022
Q4 		$12.8K Sell
2,326
-5,142
-69% -$26.9K ﹤0.01% 3228
2022
Q3 		$33K Hold
7,468
– – ﹤0.01% 3073
2022
Q2 		$61K Buy
7,468
+2,310
+45% +$26.6K ﹤0.01% 2969
2022
Q1 		$74K Hold
5,158
– – ﹤0.01% 2930
2021
Q4 		$104K Buy
5,158
+3,443
+201% +$80.5K ﹤0.01% 2900
2021
Q3 		$43K Hold
1,715
– – ﹤0.01% 3018
2021
Q2 		$34K Hold
1,715
– – ﹤0.01% 3089
2021
Q1 		$36K Hold
1,715
– – ﹤0.01% 2928
2020
Q4 		$33K Hold
1,715
– – ﹤0.01% 2917
2020
Q3 		$20K Sell
1,715
-732
-30% -$9.87K ﹤0.01% 2969
2020
Q2 		$33K Buy
2,447
+1,484
+154% +$13.8K ﹤0.01% 2848
2020
Q1 		$10K Sell
963
-281
-23% -$5.39K ﹤0.01% 3158
2019
Q4 		$30K Buy
+1,244
New +$22.9K ﹤0.01% 3047

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

Legal & General Group's OPRT Position: Q2 2026 in Review

Legal & General Group held its Oportun Financial (OPRT) position steady in Q2 2026 at 3,630 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Legal & General Group first reported a position in OPRT in Q4 2019 and has held it in 19 quarters since. The position peaked at $104K in Q4 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Legal & General Group held 3,630 shares of Oportun Financial worth $20.7K as of Q2 2026.
  • Legal & General Group left its Oportun Financial share count unchanged in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #3098 holding.
  • Legal & General Group first reported a position in Oportun Financial in Q4 2019 and has held it in 19 quarters since.
  • Legal & General Group's Oportun Financial position peaked at $104K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.