Amalgamated Bank’s Oportun Financial OPRT Stock Holding History

Amalgamated Bank’s Portfolio OPRT Stock Details OPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,272	Closed	-$7K	–	2460
2025 Q4	$7K	Buy	1,272 +129	+11%	+$680	﹤0.01%	2589
2025 Q3	$7K	Hold	1,143	–	–	﹤0.01%	2624
2025 Q2	$8K	Buy	+1,143	New	+$6.86K	﹤0.01%	2540
2023 Q2	–	Sell	-2,908	Closed	-$11K	–	3097
2023 Q1	$11K	Sell	2,908 -626	-18%	-$3.52K	﹤0.01%	2794
2022 Q4	$19K	Hold	3,534	–	–	﹤0.01%	2766
2022 Q3	$15K	Hold	3,534	–	–	﹤0.01%	2881
2022 Q2	$29K	Buy	3,534 +976	+38%	+$11.3K	﹤0.01%	2737
2022 Q1	$37K	Buy	+2,558	New	+$42.7K	﹤0.01%	2605

Other funds holding OPRT

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Amalgamated Bank's OPRT Position: Q1 2026 in Review

Amalgamated Bank sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 1,272 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in OPRT in Q1 2022 and held it in 8 quarters. The position peaked at $37K in Q1 2022. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Amalgamated Bank reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 1,272 Oportun Financial shares in Q1 2026, an estimated $7K.
Amalgamated Bank first reported a position in Oportun Financial in Q1 2022 and held it in 8 quarters.
Amalgamated Bank's Oportun Financial position peaked at $37K in Q1 2022.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.