UBS Group
OPRT icon

UBS Group’s Oportun Financial OPRT Stock Holding History

UBS Group’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 		$188K Sell
32,922
-45,490
-58% -$244K ﹤0.01% 6828
2026
Q1 		$361K Sell
78,412
-18,155
-19% -$92.4K ﹤0.01% 6303
2025
Q4 		$511K Buy
96,567
+11,645
+14% +$61.4K ﹤0.01% 6076
2025
Q3 		$524K Buy
84,922
+36,579
+76% +$236K ﹤0.01% 6058
2025
Q2 		$346K Buy
48,343
+20,382
+73% +$122K ﹤0.01% 6322
2025
Q1 		$154K Buy
27,961
+25,166
+900% +$138K ﹤0.01% 6725
2024
Q4 		$10.8K Buy
2,795
+1,757
+169% +$5.67K ﹤0.01% 8274
2024
Q3 		$2.92K Buy
1,038
+926
+827% +$2.69K ﹤0.01% 8341
2024
Q2 		$325 Sell
112
-10,066
-99% -$30.5K ﹤0.01% 8979
2024
Q1 		$24.7K Sell
10,178
-26,372
-72% -$95.3K ﹤0.01% 6826
2023
Q4 		$143K Buy
36,550
+34,803
+1,992% +$149K ﹤0.01% 5976
2023
Q3 		$12.6K Buy
1,747
+1,469
+528% +$9.69K ﹤0.01% 7014
2023
Q2 		$1.66K Sell
278
-15,800
-98% -$77.5K ﹤0.01% 7878
2023
Q1 		$62.1K Buy
16,078
+6,589
+69% +$37.1K ﹤0.01% 6281
2022
Q4 		$52.3K Buy
9,489
+9,147
+2,675% +$47.8K ﹤0.01% 6735
2022
Q3 		$1K Sell
342
-1,634
-83% -$11.6K ﹤0.01% 10003
2022
Q2 		$16K Sell
1,976
-6,797
-77% -$78.4K ﹤0.01% 7206
2022
Q1 		$126K Sell
8,773
-2,288
-21% -$38.1K ﹤0.01% 5724
2021
Q4 		$224K Buy
11,061
+10,320
+1,393% +$241K ﹤0.01% 5588
2021
Q3 		$19K Sell
741
-1,051
-59% -$24.2K ﹤0.01% 7215
2021
Q2 		$36K Sell
1,792
-3,064
-63% -$62.8K ﹤0.01% 6746
2021
Q1 		$100K Sell
4,856
-82
-2% -$1.5K ﹤0.01% 5965
2020
Q4 		$96K Buy
4,938
+4,323
+703% +$70.7K ﹤0.01% 5713
2020
Q3 		$7K Sell
615
-6,148
-91% -$82.9K ﹤0.01% 7131
2020
Q2 		$91K Buy
6,763
+464
+7% +$4.31K ﹤0.01% 5372
2020
Q1 		$66K Sell
6,299
-3,148
-33% -$60.4K ﹤0.01% 5605
2019
Q4 		$225K Buy
9,447
+8,284
+712% +$153K ﹤0.01% 5532
2019
Q3 		$19K Buy
+1,163
New +$18.9K ﹤0.01% 6768

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

UBS Group's OPRT Position: Q2 2026 in Review

UBS Group reduced its Oportun Financial (OPRT) stake by 58% in Q2 2026, selling an estimated $244K and leaving 32,922 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #6828.

UBS Group first reported a position in OPRT in Q3 2019 and has held it in 28 quarters since. The position peaked at $524K in Q3 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • UBS Group held 32,922 shares of Oportun Financial worth $188K as of Q2 2026.
  • UBS Group sold 45,490 Oportun Financial shares in Q2 2026, an estimated $244K.
  • Oportun Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6828 holding.
  • UBS Group first reported a position in Oportun Financial in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's Oportun Financial position peaked at $524K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.