Summa Corp’s Oportun Financial OPRT Stock Holding History

Summa Corp’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	$1.67M	Sell	293,266 -103,500	-26%	-$554K	0.53%	19
2026 Q1	$1.83M	Hold	396,766	–	–	0.76%	19
2025 Q4	$2.1M	Sell	396,766 -53,200	-12%	-$281K	0.9%	13
2025 Q3	$2.78M	Sell	449,966 -115,372	-20%	-$743K	1.22%	10
2025 Q2	$4.05M	Buy	565,338 +3,000	+0.5%	+$18K	2.1%	7
2025 Q1	$3.09M	Sell	562,338 -1,470	-0.3%	-$8.09K	1.79%	8
2024 Q4	$2.19M	Hold	563,808	–	–	1.07%	10
2024 Q3	$1.58M	Hold	563,808	–	–	0.76%	15
2024 Q2	$1.64M	Hold	563,808	–	–	0.79%	15
2024 Q1	$1.37M	Hold	563,808	–	–	0.75%	15
2023 Q4	$2.2M	Buy	+563,808	New	+$2.41M	1.54%	14

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Summa Corp's OPRT Position: Q2 2026 in Review

Summa Corp reduced its Oportun Financial (OPRT) stake by 26% in Q2 2026, selling an estimated $554K and leaving 293,266 shares worth $1.67M. The position accounts for 0.53% of the portfolio, ranked #19.

Summa Corp first reported a position in OPRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.05M in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Summa Corp held 293,266 shares of Oportun Financial worth $1.67M as of Q2 2026.
Summa Corp sold 103,500 Oportun Financial shares in Q2 2026, an estimated $554K.
Oportun Financial made up 0.53% of Summa Corp's portfolio in Q2 2026, its #19 holding.
Summa Corp first reported a position in Oportun Financial in Q4 2023 and has held it in 11 quarters since.
Summa Corp's Oportun Financial position peaked at $4.05M in Q2 2025.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.