ORG Wealth Partners
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ORG Wealth Partners’s Oportun Financial OPRT Stock Holding History

ORG Wealth Partners’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
Q3 		$89 Buy
+11
New +$77 ﹤0.01% 2465

Other funds holding OPRT

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Summa Corp
Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

ORG Wealth Partners's OPRT Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Oportun Financial (OPRT) in Q3 2026: 11 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #2465 among its holdings.

67 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • ORG Wealth Partners held 11 shares of Oportun Financial worth $89 as of Q3 2026.
  • Oportun Financial was a new ORG Wealth Partners position in Q3 2026.
  • Oportun Financial made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2465 holding.
  • 67 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.