SG Americas Securities
OPRT icon

SG Americas Securities’s Oportun Financial OPRT Stock Holding History

SG Americas 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
2025
Q4 		– Sell
-18,537
Closed -$114K – 3722
2025
Q3 		$114K Buy
+18,537
New +$119K ﹤0.01% 3028
2024
Q1 		– Sell
-10,198
Closed -$40K – 3301
2023
Q4 		$40K Buy
+10,198
New +$43.6K ﹤0.01% 2951
2023
Q2 		– Sell
-15,823
Closed -$61K – 2935
2023
Q1 		$61K Buy
+15,823
New +$89K ﹤0.01% 3035
2022
Q4 		– Sell
-11,860
Closed -$52K – 3300
2022
Q3 		$52K Sell
11,860
-7,800
-40% -$55.4K ﹤0.01% 2987
2022
Q2 		$163K Buy
+19,660
New +$227K ﹤0.01% 2809
2022
Q1 		– Sell
-5,843
Closed -$118K – 3315
2021
Q4 		$118K Sell
5,843
-6,690
-53% -$156K ﹤0.01% 2984
2021
Q3 		$314K Buy
+12,533
New +$289K ﹤0.01% 2906
2020
Q3 		– Sell
-10,549
Closed -$142K – 3243
2020
Q2 		$142K Buy
+10,549
New +$98.1K ﹤0.01% 3128

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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