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Sterling Capital Management’s Oportun Financial OPRT Stock Holding History

Sterling Capital Management’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 		$4.81K Sell
842
-499
-37% -$2.67K ﹤0.01% 2642
2026
Q1 		$6.18K Sell
1,341
-994
-43% -$5.06K ﹤0.01% 2629
2025
Q4 		$12.4K Sell
2,335
-368
-14% -$1.94K ﹤0.01% 2501
2025
Q3 		$16.7K Buy
2,703
+1,799
+199% +$11.6K ﹤0.01% 2229
2025
Q2 		$6.47K Buy
+904
New +$5.42K ﹤0.01% 2386

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

Sterling Capital Management's OPRT Position: Q2 2026 in Review

Sterling Capital Management reduced its Oportun Financial (OPRT) stake by 37% in Q2 2026, selling an estimated $2.67K and leaving 842 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Sterling Capital Management first reported a position in OPRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q3 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Sterling Capital Management held 842 shares of Oportun Financial worth $4.81K as of Q2 2026.
  • Sterling Capital Management sold 499 Oportun Financial shares in Q2 2026, an estimated $2.67K.
  • Oportun Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2642 holding.
  • Sterling Capital Management first reported a position in Oportun Financial in Q2 2025 and has held it in 5 quarters since.
  • Sterling Capital Management's Oportun Financial position peaked at $16.7K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.