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Root Financial Partners’s Oportun Financial OPRT Stock Holding History

Root Financial Partners’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 		– Sell
-320
Closed -$1.48K – 2313
2026
Q1 		$1.48K Buy
+320
New +$1.63K ﹤0.01% 2442

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

Root Financial Partners's OPRT Position: Q2 2026 in Review

Root Financial Partners sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 320 shares — an estimated $1.48K sold.

Root Financial Partners first reported a position in OPRT in Q1 2026 and held it in 1 quarter. The position peaked at $1.48K in Q1 2026. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Root Financial Partners reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 320 Oportun Financial shares in Q2 2026, an estimated $1.48K.
  • Root Financial Partners first reported a position in Oportun Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Oportun Financial position peaked at $1.48K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.