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SBI Securities’s Oportun Financial OPRT Stock Holding History

SBI Securities’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 		$6 Sell
1
-10
-91% -$54 ﹤0.01% 3964
2026
Q1 		$51 Sell
11
-41
-79% -$209 ﹤0.01% 3575
2025
Q4 		$275 Sell
52
-2
-4% -$11 ﹤0.01% 3106
2025
Q3 		$333 Buy
54
+2
+4% +$13 ﹤0.01% 3140
2025
Q2 		$372 Hold
52
– – ﹤0.01% 3086
2025
Q1 		$285 Buy
52
+1
+2% +$6 ﹤0.01% 3088
2024
Q4 		$198 Buy
+51
New +$164 ﹤0.01% 3248

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

SBI Securities's OPRT Position: Q2 2026 in Review

SBI Securities reduced its Oportun Financial (OPRT) stake by 91% in Q2 2026, selling an estimated $54 and leaving 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

SBI Securities first reported a position in OPRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $372 in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • SBI Securities held 1 share of Oportun Financial worth $6 as of Q2 2026.
  • SBI Securities sold 10 Oportun Financial shares in Q2 2026, an estimated $54.
  • Oportun Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3964 holding.
  • SBI Securities first reported a position in Oportun Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Oportun Financial position peaked at $372 in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.