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Prosperity Wealth Management’s Oportun Financial OPRT Stock Holding History

Prosperity Wealth Management’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
-46,300
Closed -$286K – 279
2025
Q3 		$286K Buy
+46,300
New +$298K 0.1% 191

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Prosperity Wealth Management's OPRT Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 46,300 shares — an estimated $286K sold.

Prosperity Wealth Management first reported a position in OPRT in Q3 2025 and held it in 1 quarter. The position peaked at $286K in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 46,300 Oportun Financial shares in Q4 2025, an estimated $286K.
  • Prosperity Wealth Management first reported a position in Oportun Financial in Q3 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Oportun Financial position peaked at $286K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.