Trellis Wealth Advisors’s Oportun Financial OPRT Stock Holding History

Trellis Wealth Advisors’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	$3.26K	Buy	+400	New	+$2.8K	﹤0.01%	111

Other funds holding OPRT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Trellis Wealth Advisors's OPRT Position: Q3 2026 in Review

Trellis Wealth Advisors opened a new position in Oportun Financial (OPRT) in Q3 2026: 400 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings.

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

Trellis Wealth Advisors held 400 shares of Oportun Financial worth $3.26K as of Q3 2026.
Oportun Financial was a new Trellis Wealth Advisors position in Q3 2026.
Oportun Financial made up ﹤0.01% of Trellis Wealth Advisors's portfolio in Q3 2026, its #111 holding.
12 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.