Position in OPRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,360
New position
Shares Held
16,000
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 132 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $31,379,367 across 8 Credit Services names. OPRT ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
53,684 | $18,158,610 | |
| 2 | V |
Visa Inc.
|
26,312 | $9,027,381 | |
| 3 | MA |
Mastercard Inc
|
5,270 | $2,706,669 | |
| 4 | COF |
Capital One Financial Corp
|
3,133 | $628,540 | |
| 5 | SYF |
Synchrony Financial
|
5,906 | $449,150 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,091 | $219,827 | |
| 7 | NAVI |
Navient Corp
|
11,496 | $97,830 | |
| 8 | OPRT |
Oportun Financial Corp
This page
|
16,000 | $91,360 |
All Filings in OPRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,360 | 16,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||