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Oportun Finl Corp shares owned by True Wealth Design

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Oportun Finl Corp

Tip: Access up to 7 years of quarterly data

All positions including Oportun Finl Corp held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oportun Finl Corp by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-09-30 $114 14 8.14

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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