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 – 3715
2025
Q3 		$114K Buy
+18,537
New +$119K ﹤0.01% 3028
2024
Q1 		– Sell
-10,198
Closed -$40K – 3298
2023
Q4 		$40K Buy
+10,198
New +$43.6K ﹤0.01% 2951
2023
Q2 		– Sell
-15,823
Closed -$61K – 2931
2023
Q1 		$61K Buy
+15,823
New +$89K ﹤0.01% 3035
2022
Q4 		– Sell
-11,860
Closed -$52K – 3295
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 – 3312
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 – 3236
2020
Q2 		$142K Buy
+10,549
New +$98.1K ﹤0.01% 3128

Other funds holding OPRT

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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 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 $276B AUM 44.8% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM

SG Americas Securities's OPRT Position: Q4 2025 in Review

SG Americas Securities sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 18,537 shares — an estimated $114K sold.

SG Americas Securities first reported a position in OPRT in Q2 2020 and held it in 8 quarters. The position peaked at $314K in Q3 2021. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • SG Americas Securities reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
  • SG Americas Securities sold 18,537 Oportun Financial shares in Q4 2025, an estimated $114K.
  • SG Americas Securities first reported a position in Oportun Financial in Q2 2020 and held it in 8 quarters.
  • SG Americas Securities's Oportun Financial position peaked at $314K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on SG Americas Securities's 13F filing for Q4 2025, filed 9 Jan 2026.