Pinnacle Holdings’s Oportun Financial OPRT Stock Holding History

Pinnacle Holdings’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	$32.7K	Hold	5,727	–	–	0.01%	210
2026 Q1	$26.4K	Buy	+5,727	New	+$29.1K	0.01%	224

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Pinnacle Holdings's OPRT Position: Q2 2026 in Review

Pinnacle Holdings held its Oportun Financial (OPRT) position steady in Q2 2026 at 5,727 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Pinnacle Holdings first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Pinnacle Holdings held 5,727 shares of Oportun Financial worth $32.7K as of Q2 2026.
Pinnacle Holdings left its Oportun Financial share count unchanged in Q2 2026.
Oportun Financial made up 0.01% of Pinnacle Holdings's portfolio in Q2 2026, its #210 holding.
Pinnacle Holdings first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.