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Berger Financial Group, Inc

Position in OPRT — Oportun Financial Corp

CIK 1826136 Plymouth, MN

Position in OPRT

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$1,122,880
+$83,168 QoQ
Shares Held
243,575
+23.9% QoQ
Ownership
0.533%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OPRT Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Mar 31, 2026

Berger Financial Group, Inc holds $19,010,733 across 5 Credit Services names. OPRT ranks #3 (5.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 OPRT
Oportun Financial Corp
This page
243,575 $1,122,880

All Filings in OPRT

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,122,880 243,575
2025-12-31 $1,039,712 196,543
2025-09-30 $1,212,670 196,543
2025-06-30 $1,407,247 196,543
2025-03-31 $1,079,021 196,543
2024-12-31 $670,890 172,910
2024-09-30 $509,489 181,313
2024-06-30 $509,269 175,610
2024-03-31 $426,732 175,610
2023-12-31 $614,253 157,098
2023-09-30 $1,134,247 157,098