RhumbLine Advisers
OPRT icon

RhumbLine Advisers’s Oportun Financial OPRT Stock Holding History

RhumbLine 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 		$287K Buy
50,270
+3,594
+8% +$19.2K ﹤0.01% 3101
2026
Q1 		$215K Sell
46,676
-577
-1% -$2.94K ﹤0.01% 3085
2025
Q4 		$250K Sell
47,253
-4,214
-8% -$22.2K ﹤0.01% 3070
2025
Q3 		$318K Buy
51,467
+2,817
+6% +$18.1K ﹤0.01% 2954
2025
Q2 		$348K Buy
+48,650
New +$292K ﹤0.01% 2905
2024
Q3 		– Sell
-1,357
Closed -$3.94K – 4291
2024
Q2 		$3.94K Hold
1,357
– – ﹤0.01% 4119
2024
Q1 		$3.3K Hold
1,357
– – ﹤0.01% 4037
2023
Q4 		$5.3K Hold
1,357
– – ﹤0.01% 3972
2023
Q3 		$9.8K Sell
1,357
-1,298
-49% -$8.56K ﹤0.01% 3877
2023
Q2 		$15.8K Sell
2,655
-40,156
-94% -$197K ﹤0.01% 3852
2023
Q1 		$165K Sell
42,811
-160
-0.4% -$900 ﹤0.01% 2779
2022
Q4 		$237K Buy
42,971
+1,054
+3% +$5.51K ﹤0.01% 2747
2022
Q3 		$183K Buy
41,917
+2,279
+6% +$16.2K ﹤0.01% 2915
2022
Q2 		$328K Buy
39,638
+13,551
+52% +$156K ﹤0.01% 2714
2022
Q1 		$375K Buy
26,087
+1,784
+7% +$29.7K ﹤0.01% 2552
2021
Q4 		$492K Sell
24,303
-329
-1% -$7.69K ﹤0.01% 2515
2021
Q3 		$617K Buy
24,632
+835
+4% +$19.2K ﹤0.01% 2443
2021
Q2 		$477K Sell
23,797
-2,196
-8% -$45K ﹤0.01% 2584
2021
Q1 		$538K Sell
25,993
-745
-3% -$13.6K ﹤0.01% 2462
2020
Q4 		$518K Buy
26,738
+4,154
+18% +$67.9K ﹤0.01% 2432
2020
Q3 		$266K Sell
22,584
-4,165
-16% -$56.2K ﹤0.01% 2565
2020
Q2 		$360K Buy
+26,749
New +$249K ﹤0.01% 2483

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

RhumbLine Advisers's OPRT Position: Q2 2026 in Review

RhumbLine Advisers increased its Oportun Financial (OPRT) stake by 7.7% in Q2 2026, buying an estimated $19.2K and bringing the position to 50,270 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3101.

RhumbLine Advisers first reported a position in OPRT in Q2 2020 and has held it in 22 quarters since. The position peaked at $617K in Q3 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • RhumbLine Advisers held 50,270 shares of Oportun Financial worth $287K as of Q2 2026.
  • RhumbLine Advisers bought 3,594 Oportun Financial shares in Q2 2026, an estimated $19.2K.
  • Oportun Financial made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3101 holding.
  • RhumbLine Advisers first reported a position in Oportun Financial in Q2 2020 and has held it in 22 quarters since.
  • RhumbLine Advisers's Oportun Financial position peaked at $617K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.