Stifel Financial
OPRT icon

Stifel Financial’s Oportun Financial OPRT Stock Holding History

Stifel Financial’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
2024
Q2 		– Sell
-336,472
Closed -$818K – 3433
2024
Q1 		$818K Buy
336,472
+108,006
+47% +$390K ﹤0.01% 2310
2023
Q4 		$893K Buy
228,466
+13,488
+6% +$57.6K ﹤0.01% 2209
2023
Q3 		$1.55M Sell
214,978
-77,688
-27% -$512K ﹤0.01% 1762
2023
Q2 		$1.75M Buy
292,666
+100,820
+53% +$495K ﹤0.01% 1722
2023
Q1 		$741K Buy
191,846
+20,687
+12% +$116K ﹤0.01% 2272
2022
Q4 		$943K Buy
171,159
+23,670
+16% +$124K ﹤0.01% 2045
2022
Q3 		$645K Buy
147,489
+69,790
+90% +$496K ﹤0.01% 2281
2022
Q2 		$643K Buy
77,699
+18,034
+30% +$208K ﹤0.01% 2316
2022
Q1 		$857K Buy
59,665
+4,360
+8% +$72.7K ﹤0.01% 2232
2021
Q4 		$1.12M Buy
55,305
+4,107
+8% +$96K ﹤0.01% 2046
2021
Q3 		$1.28M Buy
51,198
+3,680
+8% +$84.8K ﹤0.01% 1898
2021
Q2 		$952K Buy
47,518
+5,514
+13% +$113K ﹤0.01% 2144
2021
Q1 		$870K Buy
42,004
+7,001
+20% +$128K ﹤0.01% 2083
2020
Q4 		$678K Buy
35,003
+2,844
+9% +$46.5K ﹤0.01% 2126
2020
Q3 		$379K Buy
32,159
+1,338
+4% +$18K ﹤0.01% 2255
2020
Q2 		$414K Buy
30,821
+13
+0% +$121 ﹤0.01% 2167
2020
Q1 		$346K Sell
30,808
-232
-0.7% -$4.45K ﹤0.01% 2095
2019
Q4 		$722K Buy
+31,040
New +$572K ﹤0.01% 2035

Other funds holding OPRT

FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Stifel Financial's OPRT Position: Q2 2024 in Review

Stifel Financial sold out of Oportun Financial (OPRT) in Q2 2024, closing a stake of 336,472 shares — an estimated $818K sold.

Stifel Financial first reported a position in OPRT in Q4 2019 and held it in 18 quarters. The position peaked at $1.75M in Q2 2023. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2024.

  • Stifel Financial reported no remaining Oportun Financial position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 336,472 Oportun Financial shares in Q2 2024, an estimated $818K.
  • Stifel Financial first reported a position in Oportun Financial in Q4 2019 and held it in 18 quarters.
  • Stifel Financial's Oportun Financial position peaked at $1.75M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.