Bank of Montreal
OPRT icon

Bank of Montreal’s Oportun Financial OPRT Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-35,410
Closed -$97K – 3836
2024
Q3 		$97K Buy
+35,410
New +$103K ﹤0.01% 3256
2024
Q2 		– Sell
-63,110
Closed -$157K – 4143
2024
Q1 		$157K Sell
63,110
-48,819
-44% -$176K ﹤0.01% 3145
2023
Q4 		$439K Buy
+111,929
New +$478K ﹤0.01% 2592
2023
Q3 		– Sell
-845,275
Closed -$5.08M – 4109
2023
Q2 		$5.08M Buy
+845,275
New +$4.15M ﹤0.01% 1329
2022
Q3 		– Sell
-27,703
Closed -$253 – 4335
2022
Q2 		$253 Buy
+27,703
New +$319K ﹤0.01% 3111
2021
Q2 		– Sell
-547
Closed -$11K – 4567
2021
Q1 		$11K Sell
547
-2,494
-82% -$45.6K ﹤0.01% 4334
2020
Q4 		$54K Buy
3,041
+2,142
+238% +$35K ﹤0.01% 3904
2020
Q3 		$13K Sell
899
-643
-42% -$8.67K ﹤0.01% 4030
2020
Q2 		$19K Buy
+1,542
New +$14.3K ﹤0.01% 3871
2020
Q1 		– Sell
-914
Closed -$22K – 4525
2019
Q4 		$22K Buy
+914
New +$16.9K ﹤0.01% 4269

Other funds holding OPRT

FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Bank of Montreal's OPRT Position: Q4 2024 in Review

Bank of Montreal sold out of Oportun Financial (OPRT) in Q4 2024, closing a stake of 35,410 shares — an estimated $97K sold.

Bank of Montreal first reported a position in OPRT in Q4 2019 and held it in 10 quarters. The position peaked at $5.08M in Q2 2023. 76 funds tracked by Wall St. Rank hold OPRT as of Q4 2024.

  • Bank of Montreal reported no remaining Oportun Financial position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 35,410 Oportun Financial shares in Q4 2024, an estimated $97K.
  • Bank of Montreal first reported a position in Oportun Financial in Q4 2019 and held it in 10 quarters.
  • Bank of Montreal's Oportun Financial position peaked at $5.08M in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.