Mackenzie Financial
OPRT icon

Mackenzie Financial’s Oportun Financial OPRT Stock Holding History

Mackenzie Financial’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 		$3.75M Buy
656,694
+168,458
+35% +$902K ﹤0.01% 894
2026
Q1 		$2.25M Buy
488,236
+419,868
+614% +$2.14M ﹤0.01% 899
2025
Q4 		$365K Buy
68,368
+11,891
+21% +$62.7K ﹤0.01% 1314
2025
Q3 		$348K Buy
56,477
+5,908
+12% +$38.1K ﹤0.01% 1359
2025
Q2 		$362K Buy
+50,569
New +$303K ﹤0.01% 1329

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

Mackenzie Financial's OPRT Position: Q2 2026 in Review

Mackenzie Financial increased its Oportun Financial (OPRT) stake by 35% in Q2 2026, buying an estimated $902K and bringing the position to 656,694 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Mackenzie Financial first reported a position in OPRT in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Mackenzie Financial held 656,694 shares of Oportun Financial worth $3.75M as of Q2 2026.
  • Mackenzie Financial bought 168,458 Oportun Financial shares in Q2 2026, an estimated $902K.
  • Oportun Financial made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #894 holding.
  • Mackenzie Financial first reported a position in Oportun Financial in Q2 2025 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.