Johnson Dunn Capital Advisors Inc’s Oportun Financial OPRT Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$383K	Buy	+47,049	New	+$330K	0.27%	118

Other funds holding OPRT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's OPRT Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Oportun Financial (OPRT) in Q3 2026: 47,049 shares worth $383K. The stake represents 0.27% of the portfolio and ranks #118 among its holdings.

86 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 47,049 shares of Oportun Financial worth $383K as of Q3 2026.
Oportun Financial was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Oportun Financial made up 0.27% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #118 holding.
86 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.