PharVision Advisers’s Oportun Financial OPRT Stock Holding History

PharVision Advisers’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
2025 Q4	–	Sell	-12,489	Closed	-$77.1K	–	917
2025 Q3	$77.1K	Buy	+12,489	New	+$80.4K	0.04%	638

Other funds holding OPRT

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

PharVision Advisers's OPRT Position: Q4 2025 in Review

PharVision Advisers sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 12,489 shares — an estimated $77.1K sold.

PharVision Advisers first reported a position in OPRT in Q3 2025 and held it in 1 quarter. The position peaked at $77.1K in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

PharVision Advisers reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 12,489 Oportun Financial shares in Q4 2025, an estimated $77.1K.
PharVision Advisers first reported a position in Oportun Financial in Q3 2025 and held it in 1 quarter.
PharVision Advisers's Oportun Financial position peaked at $77.1K in Q3 2025.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.