M&T Bank
OPRT icon

M&T Bank’s Oportun Financial OPRT Stock Holding History

M&T Bank’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
2023
Q4 		– Sell
-10,256
Closed -$74.3K – 1664
2023
Q3 		$74.3K Hold
10,256
– – ﹤0.01% 1514
2023
Q2 		$61.3K Sell
10,256
-948
-8% -$4.65K ﹤0.01% 1560
2023
Q1 		$43.7K Sell
11,204
-14,171
-56% -$79.7K ﹤0.01% 1587
2022
Q4 		$140K Buy
25,375
+394
+2% +$2.06K ﹤0.01% 1530
2022
Q3 		$110K Buy
24,981
+1,618
+7% +$11.5K ﹤0.01% 1496
2022
Q2 		$193K Buy
23,363
+117
+0.5% +$1.35K ﹤0.01% 1384
2022
Q1 		$334K Buy
23,246
+894
+4% +$14.9K ﹤0.01% 1149
2021
Q4 		$453K Sell
22,352
-327
-1% -$7.64K ﹤0.01% 1069
2021
Q3 		$567K Sell
22,679
-57
-0.3% -$1.31K ﹤0.01% 952
2021
Q2 		$456K Sell
22,736
-1,434
-6% -$29.4K ﹤0.01% 1073
2021
Q1 		$500K Sell
24,170
-3,217
-12% -$58.8K ﹤0.01% 1005
2020
Q4 		$531K Sell
27,387
-11,693
-30% -$191K ﹤0.01% 1018
2020
Q3 		$461K Buy
39,080
+1,861
+5% +$25.1K ﹤0.01% 1024
2020
Q2 		$500K Buy
37,219
+5,264
+16% +$48.9K ﹤0.01% 944
2020
Q1 		$337K Buy
31,955
+5,907
+23% +$113K ﹤0.01% 1057
2019
Q4 		$620K Buy
+26,048
New +$480K ﹤0.01% 775

Other funds holding OPRT

EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

M&T Bank's OPRT Position: Q4 2023 in Review

M&T Bank sold out of Oportun Financial (OPRT) in Q4 2023, closing a stake of 10,256 shares — an estimated $74.3K sold.

M&T Bank first reported a position in OPRT in Q4 2019 and held it in 16 quarters. The position peaked at $620K in Q4 2019. 87 funds tracked by Wall St. Rank hold OPRT as of Q4 2023.

  • M&T Bank reported no remaining Oportun Financial position as of Q4 2023 after selling out during the quarter.
  • M&T Bank sold 10,256 Oportun Financial shares in Q4 2023, an estimated $74.3K.
  • M&T Bank first reported a position in Oportun Financial in Q4 2019 and held it in 16 quarters.
  • M&T Bank's Oportun Financial position peaked at $620K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2023.

Based on M&T Bank's 13F filing for Q4 2023, filed 6 Feb 2024.