HSBC Holdings
OPRT icon

HSBC Holdings’s Oportun Financial OPRT Stock Holding History

HSBC Holdings’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 		$220K Sell
38,501
-20,479
-35% -$110K ﹤0.01% 2656
2026
Q1 		$267K Hold
58,980
– – ﹤0.01% 2497
2025
Q4 		$314K Buy
58,980
+37,647
+176% +$199K ﹤0.01% 2511
2025
Q3 		$129K Sell
21,333
-4,845
-19% -$31.2K ﹤0.01% 2566
2025
Q2 		$195K Buy
26,178
+6,322
+32% +$37.9K ﹤0.01% 2691
2025
Q1 		$108K Sell
19,856
-2,902
-13% -$16K ﹤0.01% 2793
2024
Q4 		$89.9K Hold
22,758
– – ﹤0.01% 2908
2024
Q3 		$63.5K Hold
22,758
– – ﹤0.01% 2858
2024
Q2 		$66K Hold
22,758
– – ﹤0.01% 2795
2024
Q1 		$55.3K Hold
22,758
– – ﹤0.01% 2930
2023
Q4 		$86.6K Hold
22,758
– – ﹤0.01% 2613
2023
Q3 		$163K Buy
+22,758
New +$150K ﹤0.01% 2465
2023
Q2 		– Sell
-14,667
Closed -$57K – 2695
2023
Q1 		$57K Buy
14,667
+2,858
+24% +$16.1K ﹤0.01% 2558
2022
Q4 		$64.6K Hold
11,809
– – ﹤0.01% 2951
2022
Q3 		$52K Sell
11,809
-1,099
-9% -$7.81K ﹤0.01% 2813
2022
Q2 		$109K Sell
12,908
-250
-2% -$2.88K ﹤0.01% 3022
2022
Q1 		$188K Buy
+13,158
New +$219K ﹤0.01% 3008
2021
Q2 		– Sell
-9,814
Closed -$202K – 3035
2021
Q1 		$202K Sell
9,814
-479
-5% -$8.76K ﹤0.01% 2543
2020
Q4 		$196K Buy
+10,293
New +$168K ﹤0.01% 2828
2020
Q3 		– Sell
-11,503
Closed -$155K – 2813
2020
Q2 		$155K Buy
+11,503
New +$107K ﹤0.01% 2437

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

HSBC Holdings's OPRT Position: Q2 2026 in Review

HSBC Holdings reduced its Oportun Financial (OPRT) stake by 35% in Q2 2026, selling an estimated $110K and leaving 38,501 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

HSBC Holdings first reported a position in OPRT in Q2 2020 and has held it in 20 quarters since. The position peaked at $314K in Q4 2025. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • HSBC Holdings held 38,501 shares of Oportun Financial worth $220K as of Q2 2026.
  • HSBC Holdings sold 20,479 Oportun Financial shares in Q2 2026, an estimated $110K.
  • Oportun Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2656 holding.
  • HSBC Holdings first reported a position in Oportun Financial in Q2 2020 and has held it in 20 quarters since.
  • HSBC Holdings's Oportun Financial position peaked at $314K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.