PharVision Advisers
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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
2026
Q3 		– Sell
-10,837
Closed -$61.9K – 60
2026
Q2 		$61.9K Buy
+10,837
New +$58K 1.17% 53
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PharVision Advisers's OPRT Position: Q3 2026 in Review

PharVision Advisers sold out of Oportun Financial (OPRT) in Q3 2026, closing a stake of 10,837 shares — an estimated $61.9K sold.

PharVision Advisers first reported a position in OPRT in Q3 2025 and held it in 2 quarters. The position peaked at $77.1K in Q3 2025. 48 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • PharVision Advisers reported no remaining Oportun Financial position as of Q3 2026 after selling out during the quarter.
  • PharVision Advisers sold 10,837 Oportun Financial shares in Q3 2026, an estimated $61.9K.
  • PharVision Advisers first reported a position in Oportun Financial in Q3 2025 and held it in 2 quarters.
  • PharVision Advisers's Oportun Financial position peaked at $77.1K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on PharVision Advisers's 13F filing for Q3 2026, filed 29 Oct 2026.