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Rothschild Investment LLC’s Oportun Financial OPRT Stock Holding History

Rothschild Investment LLC’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 		$2.57K Buy
450
+91
+25% +$487 ﹤0.01% 2641
2026
Q1 		$1.66K Buy
+359
New +$1.83K ﹤0.01% 2639

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

Rothschild Investment LLC's OPRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Oportun Financial (OPRT) stake by 25% in Q2 2026, buying an estimated $487 and bringing the position to 450 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Rothschild Investment LLC first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Rothschild Investment LLC held 450 shares of Oportun Financial worth $2.57K as of Q2 2026.
  • Rothschild Investment LLC bought 91 Oportun Financial shares in Q2 2026, an estimated $487.
  • Oportun Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2641 holding.
  • Rothschild Investment LLC first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.