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NewEdge Advisors’s Oportun Financial OPRT Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-2,245
Closed -$11.9K – 4322
2025
Q4 		$11.9K Buy
2,245
+780
+53% +$4.11K ﹤0.01% 3420
2025
Q3 		$9.04K Sell
1,465
-14,181
-91% -$91.3K ﹤0.01% 3356
2025
Q2 		$112K Sell
15,646
-8,380
-35% -$50.3K ﹤0.01% 2385
2025
Q1 		$132K Buy
+24,026
New +$132K ﹤0.01% 2207

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's OPRT Position: Q1 2026 in Review

NewEdge Advisors sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 2,245 shares — an estimated $11.9K sold.

NewEdge Advisors first reported a position in OPRT in Q1 2025 and held it in 4 quarters. The position peaked at $132K in Q1 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • NewEdge Advisors reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 2,245 Oportun Financial shares in Q1 2026, an estimated $11.9K.
  • NewEdge Advisors first reported a position in Oportun Financial in Q1 2025 and held it in 4 quarters.
  • NewEdge Advisors's Oportun Financial position peaked at $132K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.