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 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summa Corp's OPRT Position: Q1 2026 in Review

Summa Corp held its Oportun Financial (OPRT) position steady in Q1 2026 at 396,766 shares worth $1.83M. The position accounts for 0.76% of the portfolio, ranked #19.

Summa Corp first reported a position in OPRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.05M in Q2 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Summa Corp held 396,766 shares of Oportun Financial worth $1.83M as of Q1 2026.
Summa Corp left its Oportun Financial share count unchanged in Q1 2026.
Oportun Financial made up 0.76% of Summa Corp's portfolio in Q1 2026, its #19 holding.
Summa Corp first reported a position in Oportun Financial in Q4 2023 and has held it in 10 quarters since.
Summa Corp's Oportun Financial position peaked at $4.05M in Q2 2025.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.