MCM
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MAI Capital Management’s Oportun Financial OPRT Stock Holding History

MAI Capital Management’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 		– Sell
-1,665
Closed -$7.68K – 3887
2026
Q1 		$7.68K Buy
1,665
+1,646
+8,663% +$8.38K ﹤0.01% 3296
2025
Q4 		$101 Buy
+19
New +$100 ﹤0.01% 4165

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

MAI Capital Management's OPRT Position: Q2 2026 in Review

MAI Capital Management sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 1,665 shares — an estimated $7.68K sold.

MAI Capital Management first reported a position in OPRT in Q4 2025 and held it in 2 quarters. The position peaked at $7.68K in Q1 2026. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • MAI Capital Management reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,665 Oportun Financial shares in Q2 2026, an estimated $7.68K.
  • MAI Capital Management first reported a position in Oportun Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Oportun Financial position peaked at $7.68K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.