AF
OPLN

Allworth Financial’s Openlane OPLN Stock Holding History

Allworth Financial’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
Q2 		$56.5K Buy
1,370
+77
+6% +$2.69K ﹤0.01% 2374
2026
Q1 		$37.7K Buy
1,293
+46
+4% +$1.33K ﹤0.01% 2539
2025
Q4 		$38.3K Buy
1,247
+55
+5% +$1.49K ﹤0.01% 2377
2025
Q3 		$34.3K Buy
1,192
+153
+15% +$4.17K ﹤0.01% 2372
2025
Q2 		$25.4K Buy
1,039
+70
+7% +$1.48K ﹤0.01% 2368
2025
Q1 		$17.9K Hold
969
– – ﹤0.01% 2148
2024
Q4 		$19.7K Sell
969
-115
-11% -$2.12K ﹤0.01% 2114
2024
Q3 		$18.3K Buy
1,084
+32
+3% +$548 ﹤0.01% 1975
2024
Q2 		$18.8K Sell
1,052
-2
-0.2% -$34 ﹤0.01% 1917
2024
Q1 		$18.2K Hold
1,054
– – ﹤0.01% 1822
2023
Q4 		$15.6K Hold
1,054
– – ﹤0.01% 1783
2023
Q3 		$15.7K Buy
1,054
+85
+9% +$1.31K ﹤0.01% 1669
2023
Q2 		$14.7K Hold
969
– – ﹤0.01% 1713
2023
Q1 		$13.3K Sell
969
-12
-1% -$166 ﹤0.01% 1692
2022
Q4 		$12.8K Buy
981
+12
+1% +$161 ﹤0.01% 1609
2022
Q3 		$11K Buy
+969
New +$14.6K ﹤0.01% 1616
2021
Q4 		– Sell
-5,950
Closed -$98K – 2042
2021
Q3 		$98K Buy
+5,950
New +$100K ﹤0.01% 622
2020
Q2 		– Sell
-6
Closed – – 1284
2020
Q1 		$0 Hold
6
– – ﹤0.01% 1286
2019
Q4 		$0 Hold
6
– – ﹤0.01% 1080
2019
Q3 		$0 Hold
6
– – ﹤0.01% 983
2019
Q2 		$0 Sell
6
-10
-63% -$215 ﹤0.01% 994
2019
Q1 		$0 Buy
+16
New +$302 ﹤0.01% 998

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Allworth Financial's OPLN Position: Q2 2026 in Review

Allworth Financial increased its Openlane (OPLN) stake by 6% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,370 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Allworth Financial first reported a position in OPLN in Q1 2019 and has held it in 22 quarters since. The position peaked at $98K in Q3 2021. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Allworth Financial held 1,370 shares of Openlane worth $56.5K as of Q2 2026.
  • Allworth Financial bought 77 Openlane shares in Q2 2026, an estimated $2.69K.
  • Openlane made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2374 holding.
  • Allworth Financial first reported a position in Openlane in Q1 2019 and has held it in 22 quarters since.
  • Allworth Financial's Openlane position peaked at $98K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.