Creative Planning »

Oportun Finl Corp shares owned by Creative Planning

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Oportun Finl Corp

Tip: Access up to 7 years of quarterly data

All positions including Oportun Finl Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Oportun Finl Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $74k 13k 5.71

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Oportun Finl Corp

Forager Capital Management
Neuberger Berman Group
BlackRock
Findell Capital Management
Vanguard Capital Management
Dimensional Fund Advisors
Long Focus Capital Management
Goldman Sachs Group
Simcoe Capital
Meros Investment Management
Boothbay Fund Management
Geode Capital Management
Two Sigma Investments
Millennium Management
American Century Companies

View all funds holding Oportun Finl Corp