State Street
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State Street’s Oportun Financial OPRT Stock Holding History

State Street’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 		$4.55M Buy
797,256
+44,931
+6% +$241K ﹤0.01% 3058
2026
Q1 		$3.47M Buy
752,325
+8,860
+1% +$45.1K ﹤0.01% 3107
2025
Q4 		$3.93M Buy
743,465
+24,192
+3% +$128K ﹤0.01% 3095
2025
Q3 		$4.44M Buy
719,273
+325,058
+82% +$2.09M ﹤0.01% 3034
2025
Q2 		$2.82M Buy
394,215
+259,432
+192% +$1.56M ﹤0.01% 3186
2025
Q1 		$740K Buy
134,783
+22,700
+20% +$125K ﹤0.01% 3496
2024
Q4 		$435K Buy
112,083
+8,300
+8% +$26.8K ﹤0.01% 3651
2024
Q3 		$292K Hold
103,783
– – ﹤0.01% 3727
2024
Q2 		$301K Buy
103,783
+7,300
+8% +$22.1K ﹤0.01% 3698
2024
Q1 		$234K Hold
96,483
– – ﹤0.01% 3837
2023
Q4 		$377K Sell
96,483
-237,539
-71% -$1.01M ﹤0.01% 3712
2023
Q3 		$2.41M Buy
334,022
+2,958
+0.9% +$19.5K ﹤0.01% 3250
2023
Q2 		$1.98M Sell
331,064
-153,847
-32% -$755K ﹤0.01% 3417
2023
Q1 		$1.87M Sell
484,911
-7,046
-1% -$39.6K ﹤0.01% 3360
2022
Q4 		$2.71M Sell
491,957
-37,345
-7% -$195K ﹤0.01% 3282
2022
Q3 		$2.31M Buy
529,302
+25,905
+5% +$184K ﹤0.01% 3375
2022
Q2 		$4.16M Buy
503,397
+56,127
+13% +$647K ﹤0.01% 3189
2022
Q1 		$6.42M Buy
447,270
+16,327
+4% +$272K ﹤0.01% 3055
2021
Q4 		$8.73M Sell
430,943
-37,908
-8% -$886K ﹤0.01% 2987
2021
Q3 		$11.7M Buy
468,851
+24,358
+5% +$561K ﹤0.01% 2795
2021
Q2 		$8.9M Buy
444,493
+107,458
+32% +$2.2M ﹤0.01% 2971
2021
Q1 		$6.98M Sell
337,035
-3,669
-1% -$67.1K ﹤0.01% 2903
2020
Q4 		$6.6M Buy
340,704
+82,924
+32% +$1.36M ﹤0.01% 2825
2020
Q3 		$3.04M Buy
257,780
+7,888
+3% +$106K ﹤0.01% 3028
2020
Q2 		$3.36M Buy
249,892
+123,933
+98% +$1.15M ﹤0.01% 2957
2020
Q1 		$1.33M Buy
125,959
+68,164
+118% +$1.31M ﹤0.01% 3233
2019
Q4 		$1.38M Buy
+57,795
New +$1.07M ﹤0.01% 3353

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

State Street's OPRT Position: Q2 2026 in Review

State Street increased its Oportun Financial (OPRT) stake by 6% in Q2 2026, buying an estimated $241K and bringing the position to 797,256 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

State Street first reported a position in OPRT in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.7M in Q3 2021. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • State Street held 797,256 shares of Oportun Financial worth $4.55M as of Q2 2026.
  • State Street bought 44,931 Oportun Financial shares in Q2 2026, an estimated $241K.
  • Oportun Financial made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3058 holding.
  • State Street first reported a position in Oportun Financial in Q4 2019 and has held it in 27 quarters since.
  • State Street's Oportun Financial position peaked at $11.7M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.