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
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

Neuberger Berman Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HSBC Holdings's OPRT Position: Q1 2026 in Review

HSBC Holdings held its Oportun Financial (OPRT) position steady in Q1 2026 at 58,980 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

HSBC Holdings first reported a position in OPRT in Q2 2020 and has held it in 19 quarters since. The position peaked at $314K in Q4 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • HSBC Holdings held 58,980 shares of Oportun Financial worth $267K as of Q1 2026.
  • HSBC Holdings left its Oportun Financial share count unchanged in Q1 2026.
  • Oportun Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2497 holding.
  • HSBC Holdings first reported a position in Oportun Financial in Q2 2020 and has held it in 19 quarters since.
  • HSBC Holdings's Oportun Financial position peaked at $314K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.