Wells Fargo
OPRT icon

Wells Fargo’s Oportun Financial OPRT Stock Holding History

Wells Fargo’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 		$200K Buy
34,994
+19,686
+129% +$105K ﹤0.01% 5209
2026
Q1 		$70.6K Sell
15,308
-30,106
-66% -$153K ﹤0.01% 5297
2025
Q4 		$240K Buy
45,414
+15,381
+51% +$81.1K ﹤0.01% 4964
2025
Q3 		$185K Buy
30,033
+8,547
+40% +$55K ﹤0.01% 4974
2025
Q2 		$154K Buy
+21,486
New +$129K ﹤0.01% 4924
2025
Q1 		– Sell
-113
Closed -$438 – 7200
2024
Q4 		$438 Hold
113
– – ﹤0.01% 6319
2024
Q3 		$318 Hold
113
– – ﹤0.01% 6203
2024
Q2 		$328 Sell
113
-219
-66% -$664 ﹤0.01% 6175
2024
Q1 		$807 Sell
332
-918
-73% -$3.32K ﹤0.01% 6197
2023
Q4 		$4.89K Sell
1,250
-131,850
-99% -$563K ﹤0.01% 5959
2023
Q3 		$961K Sell
133,100
-3,679
-3% -$24.3K ﹤0.01% 3359
2023
Q2 		$817K Sell
136,779
-7,891
-5% -$38.7K ﹤0.01% 3608
2023
Q1 		$558K Buy
144,670
+3,275
+2% +$18.4K ﹤0.01% 3764
2022
Q4 		$779K Sell
141,395
-9,402
-6% -$49.2K ﹤0.01% 3386
2022
Q3 		$660K Sell
150,797
-5,991
-4% -$42.6K ﹤0.01% 3515
2022
Q2 		$1.3M Sell
156,788
-25,355
-14% -$292K ﹤0.01% 3123
2022
Q1 		$2.62M Buy
182,143
+12,271
+7% +$205K ﹤0.01% 3036
2021
Q4 		$3.44M Buy
169,872
+8,554
+5% +$200K ﹤0.01% 2952
2021
Q3 		$4.04M Buy
161,318
+3,912
+2% +$90.2K ﹤0.01% 3033
2021
Q2 		$3.15M Sell
157,406
-53,095
-25% -$1.09M ﹤0.01% 3283
2021
Q1 		$4.36M Sell
210,501
-38,822
-16% -$710K ﹤0.01% 2984
2020
Q4 		$4.83M Sell
249,323
-5,214
-2% -$85.2K ﹤0.01% 2791
2020
Q3 		$3M Sell
254,537
-12,074
-5% -$163K ﹤0.01% 2983
2020
Q2 		$3.58M Buy
266,611
+34,279
+15% +$319K ﹤0.01% 2782
2020
Q1 		$2.45M Sell
232,332
-1,195
-0.5% -$22.9K ﹤0.01% 2827
2019
Q4 		$5.56M Buy
233,527
+228,912
+4,960% +$4.22M ﹤0.01% 2468
2019
Q3 		$75K Buy
+4,615
New +$74.8K ﹤0.01% 5431

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

Wells Fargo's OPRT Position: Q2 2026 in Review

Wells Fargo increased its Oportun Financial (OPRT) stake by 129% in Q2 2026, buying an estimated $105K and bringing the position to 34,994 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #5209.

Wells Fargo first reported a position in OPRT in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.56M in Q4 2019. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Wells Fargo held 34,994 shares of Oportun Financial worth $200K as of Q2 2026.
  • Wells Fargo bought 19,686 Oportun Financial shares in Q2 2026, an estimated $105K.
  • Oportun Financial made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5209 holding.
  • Wells Fargo first reported a position in Oportun Financial in Q3 2019 and has held it in 27 quarters since.
  • Wells Fargo's Oportun Financial position peaked at $5.56M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.