Jones Financial Companies, L.L »

Oportun Finl Corp shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Oportun Finl Corp

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All positions including Oportun Finl Corp held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oportun Finl Corp by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 56k 4.48

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Oportun Finl Corp

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

View all funds holding Oportun Finl Corp