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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
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

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

PharVision Advisers's OPRT Position: Q2 2026 in Review

PharVision Advisers opened a new position in Oportun Financial (OPRT) in Q2 2026: 10,837 shares worth $61.9K. The stake represents 1.17% of the portfolio and ranks #53 among its holdings. This is a return to the name: PharVision Advisers previously reported a position in OPRT as recently as Q3 2025.

PharVision Advisers first reported a position in OPRT in Q3 2025 and has held it in 2 quarters since. The position peaked at $77.1K in Q3 2025. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • PharVision Advisers held 10,837 shares of Oportun Financial worth $61.9K as of Q2 2026.
  • Oportun Financial was a new PharVision Advisers position in Q2 2026.
  • Oportun Financial made up 1.17% of PharVision Advisers's portfolio in Q2 2026, its #53 holding.
  • PharVision Advisers first reported a position in Oportun Financial in Q3 2025 and has held it in 2 quarters since.
  • PharVision Advisers's Oportun Financial position peaked at $77.1K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on PharVision Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.