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Equibles

Berger Financial Group, Inc

Position in OPRT — Oportun Financial Corp

CIK 1826136 Plymouth, MN
Back to OPRT Full portfolio

Position in OPRT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,661,844
+$538,964 QoQ
Shares Held
291,041
+19.5% QoQ
Ownership
0.633%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#25
of 132 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026

Berger Financial Group, Inc holds $19,864,554 across 6 Credit Services names. OPRT ranks #3 (8.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MA
Mastercard Inc
 17,306 $8,888,361
2 V
Visa Inc.
 23,628 $8,106,530
3 OPRT
Oportun Financial Corp
This page 		291,041 $1,661,844
4 AXP
American Express Co
 2,194 $742,120
5 COF
Capital One Financial Corp
 1,270 $254,787
6 FCFS
FirstCash Holdings, Inc.
 975 $210,912

All Filings in OPRT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,661,844 291,041
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