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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
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

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

Segall Bryant & Hamill's OPRT Position: Q1 2026 in Review

Segall Bryant & Hamill reduced its Oportun Financial (OPRT) stake by 4.1% in Q1 2026, selling an estimated $136K and leaving 624,813 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #370.

Segall Bryant & Hamill first reported a position in OPRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.45M in Q4 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Segall Bryant & Hamill held 624,813 shares of Oportun Financial worth $2.88M as of Q1 2026.
  • Segall Bryant & Hamill sold 26,769 Oportun Financial shares in Q1 2026, an estimated $136K.
  • Oportun Financial made up 0.04% of Segall Bryant & Hamill's portfolio in Q1 2026, its #370 holding.
  • Segall Bryant & Hamill first reported a position in Oportun Financial in Q3 2025 and has held it in 3 quarters since.
  • Segall Bryant & Hamill's Oportun Financial position peaked at $3.45M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.