Superior Planning, LLC’s Openlane OPLN Stock Holding History

Superior Planning, LLC’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$137	Buy	+4	New	+$148	﹤0.01%	2063

Other funds holding OPLN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's OPLN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Openlane (OPLN) in Q3 2026: 4 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings.

200 funds tracked by Wall St. Rank hold OPLN as of Q3 2026.

Superior Planning, LLC held 4 shares of Openlane worth $137 as of Q3 2026.
Openlane was a new Superior Planning, LLC position in Q3 2026.
Openlane made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2063 holding.
200 funds tracked by Wall St. Rank held Openlane as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.