Stifel Financial’s OP Bancorp OPBK Stock Holding History

Stifel Financial’s Portfolio OPBK Stock Details OPBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25,754	Closed	-$321K	–	3461
2024 Q3	$321K	Hold	25,754	–	–	﹤0.01%	2922
2024 Q2	$247K	Sell	25,754 -236	-0.9%	-$2.26K	﹤0.01%	3013
2024 Q1	$259K	Sell	25,990 -74,010	-74%	-$773K	﹤0.01%	2987
2023 Q4	$1.09M	Hold	100,000	–	–	﹤0.01%	2087
2023 Q3	$915K	Hold	100,000	–	–	﹤0.01%	2099
2023 Q2	$843K	Hold	100,000	–	–	﹤0.01%	2188
2023 Q1	$891K	Buy	100,000 +49,806	+99%	+$537K	﹤0.01%	2139
2022 Q4	$560K	Hold	50,194	–	–	﹤0.01%	2408
2022 Q3	$558K	Buy	+50,194	New	+$576K	﹤0.01%	2367
2022 Q1	–	Sell	-120,000	Closed	-$1.53M	–	3462
2021 Q4	$1.53M	Hold	120,000	–	–	﹤0.01%	1822
2021 Q3	$1.24M	Hold	120,000	–	–	﹤0.01%	1914
2021 Q2	$1.21M	Buy	+120,000	New	+$1.26M	﹤0.01%	1955

Other funds holding OPBK

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stifel Financial's OPBK Position: Q4 2024 in Review

Stifel Financial sold out of OP Bancorp (OPBK) in Q4 2024, closing a stake of 25,754 shares — an estimated $321K sold.

Stifel Financial first reported a position in OPBK in Q2 2021 and held it in 12 quarters. The position peaked at $1.53M in Q4 2021. 59 funds tracked by Wall St. Rank hold OPBK as of Q4 2024.

Stifel Financial reported no remaining OP Bancorp position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 25,754 OP Bancorp shares in Q4 2024, an estimated $321K.
Stifel Financial first reported a position in OP Bancorp in Q2 2021 and held it in 12 quarters.
Stifel Financial's OP Bancorp position peaked at $1.53M in Q4 2021.
59 funds tracked by Wall St. Rank held OP Bancorp as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.