Rise Advisors’s Oportun Financial OPRT Stock Holding History

Rise Advisors’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 Q3	–	Sell	-94	Closed	-$673	–	1585
2025 Q2	$673	Buy	+94	New	+$564	﹤0.01%	1357

Other funds holding OPRT

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rise Advisors's OPRT Position: Q3 2025 in Review

Rise Advisors sold out of Oportun Financial (OPRT) in Q3 2025, closing a stake of 94 shares — an estimated $673 sold.

Rise Advisors first reported a position in OPRT in Q2 2025 and held it in 1 quarter. The position peaked at $673 in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRT as of Q3 2025.

Rise Advisors reported no remaining Oportun Financial position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 94 Oportun Financial shares in Q3 2025, an estimated $673.
Rise Advisors first reported a position in Oportun Financial in Q2 2025 and held it in 1 quarter.
Rise Advisors's Oportun Financial position peaked at $673 in Q2 2025.
125 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.