Principal Financial Group
OPRT icon

Principal Financial Group’s Oportun Financial OPRT Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-92,721
Closed -$490K – 2261
2025
Q4 		$490K Buy
92,721
+29,703
+47% +$157K ﹤0.01% 2049
2025
Q3 		$389K Buy
+63,018
New +$406K ﹤0.01% 2096

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Financial Group's OPRT Position: Q1 2026 in Review

Principal Financial Group sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 92,721 shares — an estimated $490K sold.

Principal Financial Group first reported a position in OPRT in Q3 2025 and held it in 2 quarters. The position peaked at $490K in Q4 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Principal Financial Group reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 92,721 Oportun Financial shares in Q1 2026, an estimated $490K.
  • Principal Financial Group first reported a position in Oportun Financial in Q3 2025 and held it in 2 quarters.
  • Principal Financial Group's Oportun Financial position peaked at $490K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.