Summa Corp.
- SEC CIK
- 0001954929
- Latest filing
- Aug 6, 2026
OPRT holding history
Oportun Financial Corp in every 13F filed by Summa Corp., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OPRT overviewAll 13F holders of OPRTFull Q2 2026 holdings
- Shares (Q2 2026)
- 293,266
- Value
- $1.67M
- % of portfolio
- 0.5%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 293,266 | $1.67M | 0.5% | −103,500−26.1% | Reduced | Holders |
| Q1 2026 | 396,766 | $1.83M | 0.8% | 00.0% | Unchanged | Holders |
| Q4 2025 | 396,766 | $2.10M | 0.9% | −53,200−11.8% | Reduced | Holders |
| Q3 2025 | 449,966 | $2.78M | 1.2% | −115,372−20.4% | Reduced | Holders |
| Q2 2025 | 565,338 | $4.05M | 2.1% | +3,000+0.5% | Added | Holders |
| Q1 2025 | 562,338 | $3.09M | 1.8% | −1,470−0.3% | Reduced | Holders |
| Q4 2024 | 563,808 | $2.19M | 1.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 563,808 | $1.58M | 0.8% | 00.0% | Unchanged | Holders |
| Q2 2024 | 563,808 | $1.64M | 0.8% | 00.0% | Unchanged | Holders |
| Q1 2024 | 563,808 | $1.37M | 0.7% | 00.0% | Unchanged | Holders |
| Q4 2023 | 563,808 | $2.20M | 1.5% | – | No prior filing | Holders |