Y-Intercept (HK)’s Oportun Financial OPRT Stock Holding History

Y-Intercept (HK)’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	–	Sell	-33,350	Closed	-$190K	–	1959
2026 Q2	$190K	Buy	+33,350	New	+$179K	﹤0.01%	1577
2024 Q1	–	Sell	-10,658	Closed	-$41.7K	–	1650
2023 Q4	$41.7K	Buy	+10,658	New	+$45.5K	﹤0.01%	1169
2023 Q3	–	Sell	-24,616	Closed	-$147K	–	1444
2023 Q2	$147K	Buy	+24,616	New	+$121K	0.02%	989

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

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Y-Intercept (HK)'s OPRT Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Oportun Financial (OPRT) in Q3 2026, closing a stake of 33,350 shares — an estimated $190K sold.

Y-Intercept (HK) first reported a position in OPRT in Q2 2023 and held it in 3 quarters. The position peaked at $190K in Q2 2026. 14 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

Y-Intercept (HK) reported no remaining Oportun Financial position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 33,350 Oportun Financial shares in Q3 2026, an estimated $190K.
Y-Intercept (HK) first reported a position in Oportun Financial in Q2 2023 and held it in 3 quarters.
Y-Intercept (HK)'s Oportun Financial position peaked at $190K in Q2 2026.
14 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.