Parallel Advisors’s Oportun Financial OPRT Stock Holding History

Parallel 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 Q3	$3.81K	Buy	468 +80	+21%	+$561	﹤0.01%	3461
2026 Q2	$2.22K	Hold	388	–	–	﹤0.01%	3499
2026 Q1	$1.79K	Buy	+388	New	+$1.98K	﹤0.01%	3407
2022 Q3	–	Sell	-9	Closed	–	–	3391
2022 Q2	$0	Buy	9 +2	+29%	+$23	﹤0.01%	3250
2022 Q1	$0	Buy	+7	New	+$117	﹤0.01%	3180
2021 Q3	–	Sell	-47	Closed	-$1K	–	3211
2021 Q2	$1K	Buy	+47	New	+$963	﹤0.01%	2788

Other funds holding OPRT

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parallel Advisors's OPRT Position: Q3 2026 in Review

Parallel Advisors increased its Oportun Financial (OPRT) stake by 21% in Q3 2026, buying an estimated $561 and bringing the position to 468 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

Parallel Advisors first reported a position in OPRT in Q2 2021 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

Parallel Advisors held 468 shares of Oportun Financial worth $3.81K as of Q3 2026.
Parallel Advisors bought 80 Oportun Financial shares in Q3 2026, an estimated $561.
Oportun Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3461 holding.
Parallel Advisors first reported a position in Oportun Financial in Q2 2021 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.