Citigroup
OPRT icon

Citigroup’s Oportun Financial OPRT Stock Holding History

Citigroup’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
Q2 		$110K Buy
19,265
+17,375
+919% +$93K ﹤0.01% 4630
2026
Q1 		$8.71K Sell
1,890
-20,959
-92% -$107K ﹤0.01% 5089
2025
Q4 		$121K Buy
22,849
+412
+2% +$2.17K ﹤0.01% 4245
2025
Q3 		$138K Buy
22,437
+11,199
+100% +$72.1K ﹤0.01% 4145
2025
Q2 		$80.5K Buy
11,238
+9,263
+469% +$55.6K ﹤0.01% 4521
2025
Q1 		$10.8K Sell
1,975
-26,837
-93% -$148K ﹤0.01% 5189
2024
Q4 		$112K Buy
28,812
+28,808
+720,200% +$92.9K ﹤0.01% 4777
2024
Q3 		$11 Hold
4
– – ﹤0.01% 5618
2024
Q2 		$12 Sell
4
-82
-95% -$249 ﹤0.01% 5509
2024
Q1 		$209 Hold
86
– – ﹤0.01% 5478
2023
Q4 		$336 Sell
86
-89,364
-100% -$382K ﹤0.01% 5516
2023
Q3 		$646K Buy
89,450
+89,040
+21,717% +$587K ﹤0.01% 2867
2023
Q2 		$2.45K Buy
410
+396
+2,829% +$1.94K ﹤0.01% 5263
2023
Q1 		$54 Sell
14
-317
-96% -$1.78K ﹤0.01% 5322
2022
Q4 		$1.82K Sell
331
-624
-65% -$3.26K ﹤0.01% 5266
2022
Q3 		$4K Sell
955
-3,532
-79% -$25.1K ﹤0.01% 5318
2022
Q2 		$37K Buy
4,487
+979
+28% +$11.3K ﹤0.01% 4676
2022
Q1 		$50K Sell
3,508
-3,925
-53% -$65.4K ﹤0.01% 4730
2021
Q4 		$151K Buy
7,433
+5,142
+224% +$120K ﹤0.01% 4511
2021
Q3 		$57K Buy
2,291
+1,099
+92% +$25.3K ﹤0.01% 4671
2021
Q2 		$24K Sell
1,192
-317
-21% -$6.49K ﹤0.01% 5202
2021
Q1 		$31K Sell
1,509
-2,529
-63% -$46.2K ﹤0.01% 4990
2020
Q4 		$78K Buy
4,038
+2,904
+256% +$47.5K ﹤0.01% 5732
2020
Q3 		$13K Sell
1,134
-1,720
-60% -$23.2K ﹤0.01% 6463
2020
Q2 		$38K Buy
2,854
+712
+33% +$6.62K ﹤0.01% 6194
2020
Q1 		$23K Buy
2,142
+689
+47% +$13.2K ﹤0.01% 6613
2019
Q4 		$35K Buy
+1,453
New +$26.8K ﹤0.01% 6606

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Citigroup's OPRT Position: Q2 2026 in Review

Citigroup increased its Oportun Financial (OPRT) stake by 919% in Q2 2026, buying an estimated $93K and bringing the position to 19,265 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #4630.

Citigroup first reported a position in OPRT in Q4 2019 and has held it in 27 quarters since. The position peaked at $646K in Q3 2023. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Citigroup held 19,265 shares of Oportun Financial worth $110K as of Q2 2026.
  • Citigroup bought 17,375 Oportun Financial shares in Q2 2026, an estimated $93K.
  • Oportun Financial made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4630 holding.
  • Citigroup first reported a position in Oportun Financial in Q4 2019 and has held it in 27 quarters since.
  • Citigroup's Oportun Financial position peaked at $646K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.