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 Q1	$1.48K	Buy	+320	New	+$1.63K	﹤0.01%	2442

Other funds holding OPRT

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

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LFCM

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

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

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's OPRT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Oportun Financial (OPRT) in Q1 2026: 320 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings.

126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Root Financial Partners held 320 shares of Oportun Financial worth $1.48K as of Q1 2026.
Oportun Financial was a new Root Financial Partners position in Q1 2026.
Oportun Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2442 holding.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.