Ameriprise
OPRT icon

Ameriprise’s Oportun Financial OPRT Stock Holding History

Ameriprise’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
2025
Q1 		– Sell
-22,829
Closed -$88.6K – 4115
2024
Q4 		$88.6K Sell
22,829
-14,130
-38% -$45.6K ﹤0.01% 3962
2024
Q3 		$104K Buy
36,959
+430
+1% +$1.25K ﹤0.01% 3834
2024
Q2 		$106K Sell
36,529
-750
-2% -$2.27K ﹤0.01% 3771
2024
Q1 		$90.6K Buy
37,279
+3,383
+10% +$12.2K ﹤0.01% 3784
2023
Q4 		$133K Buy
+33,896
New +$145K ﹤0.01% 3784
2022
Q4 		– Sell
-28,496
Closed -$124K – 4025
2022
Q3 		$124K Sell
28,496
-297,558
-91% -$2.11M ﹤0.01% 3790
2022
Q2 		$3.26M Buy
326,054
+176,555
+118% +$2.04M ﹤0.01% 2567
2022
Q1 		$1.67M Buy
149,499
+11,330
+8% +$189K ﹤0.01% 2989
2021
Q4 		$2.8M Buy
+138,169
New +$3.23M ﹤0.01% 2822
2020
Q2 		– Sell
-60,536
Closed -$639K – 3721
2020
Q1 		$639K Buy
+60,536
New +$1.16M ﹤0.01% 3021

Other funds holding OPRT

FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ameriprise's OPRT Position: Q1 2025 in Review

Ameriprise sold out of Oportun Financial (OPRT) in Q1 2025, closing a stake of 22,829 shares — an estimated $88.6K sold.

Ameriprise first reported a position in OPRT in Q1 2020 and held it in 10 quarters. The position peaked at $3.26M in Q2 2022. 94 funds tracked by Wall St. Rank hold OPRT as of Q1 2025.

  • Ameriprise reported no remaining Oportun Financial position as of Q1 2025 after selling out during the quarter.
  • Ameriprise sold 22,829 Oportun Financial shares in Q1 2025, an estimated $88.6K.
  • Ameriprise first reported a position in Oportun Financial in Q1 2020 and held it in 10 quarters.
  • Ameriprise's Oportun Financial position peaked at $3.26M in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2025.

Based on Ameriprise's 13F filing for Q1 2025, filed 14 May 2025.