Russell Investments Group
OPRT icon

Russell Investments Group’s Oportun Financial OPRT Stock Holding History

Russell Investments Group’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 		$353K Buy
61,879
+24,669
+66% +$132K ﹤0.01% 2944
2026
Q1 		$172K Sell
37,210
-113,250
-75% -$576K ﹤0.01% 2894
2025
Q4 		$796K Buy
150,460
+147,171
+4,475% +$776K ﹤0.01% 2321
2025
Q3 		$20.3K Buy
+3,289
New +$21.2K ﹤0.01% 3588
2023
Q3 		– Sell
-2,352
Closed -$14K – 3596
2023
Q2 		$14K Hold
2,352
– – ﹤0.01% 2908
2023
Q1 		$9.08K Buy
+2,352
New +$13.2K ﹤0.01% 2898
2022
Q4 		– Sell
-5,462
Closed -$23K – 2943
2022
Q3 		$23K Sell
5,462
-138,223
-96% -$982K ﹤0.01% 2802
2022
Q2 		$1.19M Buy
143,685
+64,652
+82% +$745K ﹤0.01% 1873
2022
Q1 		$1.13M Buy
79,033
+14,497
+22% +$242K ﹤0.01% 1900
2021
Q4 		$1.3M Buy
64,536
+4,610
+8% +$108K ﹤0.01% 2022
2021
Q3 		$1.5M Sell
59,926
-38,963
-39% -$898K ﹤0.01% 1993
2021
Q2 		$1.98M Buy
98,889
+92,326
+1,407% +$1.89M ﹤0.01% 1929
2021
Q1 		$135K Hold
6,563
– – ﹤0.01% 2922
2020
Q4 		$127K Hold
6,563
– – ﹤0.01% 2837
2020
Q3 		$77K Sell
6,563
-19,702
-75% -$266K ﹤0.01% 3026
2020
Q2 		$353K Buy
+26,265
New +$244K ﹤0.01% 2516

Other funds holding OPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Summa Corp Tomball, Texas $319M AUM 80.43% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group's OPRT Position: Q2 2026 in Review

Russell Investments Group increased its Oportun Financial (OPRT) stake by 66% in Q2 2026, buying an estimated $132K and bringing the position to 61,879 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Russell Investments Group first reported a position in OPRT in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.98M in Q2 2021. 41 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Russell Investments Group held 61,879 shares of Oportun Financial worth $353K as of Q2 2026.
  • Russell Investments Group bought 24,669 Oportun Financial shares in Q2 2026, an estimated $132K.
  • Oportun Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2944 holding.
  • Russell Investments Group first reported a position in Oportun Financial in Q2 2020 and has held it in 16 quarters since.
  • Russell Investments Group's Oportun Financial position peaked at $1.98M in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.