Vise Technologies’s Oportun Financial OPRT Stock Holding History

Vise Technologies’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	$110K	Buy	+13,508	New	+$94.7K	﹤0.01%	2040

Other funds holding OPRT

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Vise Technologies's OPRT Position: Q3 2026 in Review

Vise Technologies opened a new position in Oportun Financial (OPRT) in Q3 2026: 13,508 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings.

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

Vise Technologies held 13,508 shares of Oportun Financial worth $110K as of Q3 2026.
Oportun Financial was a new Vise Technologies position in Q3 2026.
Oportun Financial made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #2040 holding.
30 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.