Root Financial Partners
OPRT icon

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
Q3 		$3.02K Buy
+371
New +$2.6K ﹤0.01% 2443
2026
Q2 		– Sell
-320
Closed -$1.48K – 2313
2026
Q1 		$1.48K Buy
+320
New +$1.63K ﹤0.01% 2442

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Root Financial Partners's OPRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oportun Financial (OPRT) in Q3 2026: 371 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2443 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPRT as recently as Q1 2026.

Root Financial Partners first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • Root Financial Partners held 371 shares of Oportun Financial worth $3.02K as of Q3 2026.
  • Oportun Financial was a new Root Financial Partners position in Q3 2026.
  • Oportun Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2443 holding.
  • Root Financial Partners first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.