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Tucker Asset Management’s Oportun Financial OPRT Stock Holding History

Tucker Asset 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
Q1 		– Sell
-40
Closed -$212 – 827
2025
Q4 		$212 Buy
+40
New +$211 ﹤0.01% 1034
2025
Q1 		– Sell
-72
Closed -$279 – 737
2024
Q4 		$279 Sell
72
-19
-21% -$61 ﹤0.01% 1443
2024
Q3 		$256 Hold
91
– – ﹤0.01% 1363
2024
Q2 		$264 Buy
+91
New +$276 ﹤0.01% 1556

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tucker Asset Management's OPRT Position: Q1 2026 in Review

Tucker Asset Management sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 40 shares — an estimated $212 sold.

Tucker Asset Management first reported a position in OPRT in Q2 2024 and held it in 4 quarters. The position peaked at $279 in Q4 2024. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Tucker Asset Management reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 40 Oportun Financial shares in Q1 2026, an estimated $212.
  • Tucker Asset Management first reported a position in Oportun Financial in Q2 2024 and held it in 4 quarters.
  • Tucker Asset Management's Oportun Financial position peaked at $279 in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.