SBH
OPRT icon

Segall Bryant & Hamill’s Oportun Financial OPRT Stock Holding History

Segall Bryant & Hamill’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 		– Sell
-624,813
Closed -$2.88M – 647
2026
Q1 		$2.88M Sell
624,813
-26,769
-4% -$136K 0.04% 370
2025
Q4 		$3.45M Buy
651,582
+457,895
+236% +$2.41M 0.05% 363
2025
Q3 		$1.2M Buy
+193,687
New +$1.25M 0.02% 492

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

Segall Bryant & Hamill's OPRT Position: Q2 2026 in Review

Segall Bryant & Hamill sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 624,813 shares — an estimated $2.88M sold.

Segall Bryant & Hamill first reported a position in OPRT in Q3 2025 and held it in 3 quarters. The position peaked at $3.45M in Q4 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Segall Bryant & Hamill reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • Segall Bryant & Hamill sold 624,813 Oportun Financial shares in Q2 2026, an estimated $2.88M.
  • Segall Bryant & Hamill first reported a position in Oportun Financial in Q3 2025 and held it in 3 quarters.
  • Segall Bryant & Hamill's Oportun Financial position peaked at $3.45M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.