AssetMark Inc
OPLN

AssetMark Inc’s Openlane OPLN Stock Holding History

AssetMark Inc’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 		$1.31M Buy
31,689
+31,637
+60,840% +$1.11M ﹤0.01% 1038
2026
Q1 		$1.52K Buy
52
+40
+333% +$1.16K ﹤0.01% 2937
2025
Q4 		$357 Buy
+12
New +$325 ﹤0.01% 3161
2019
Q1 		– Sell
-423
Closed -$8K – 1442
2018
Q4 		$8K Sell
423
-29
-6% -$601 ﹤0.01% 1046
2018
Q3 		$10K Hold
452
– – ﹤0.01% 1050
2018
Q2 		$9K Sell
452
-92
-17% -$1.88K ﹤0.01% 1067
2018
Q1 		$11K Sell
544
-7,688
-93% -$155K ﹤0.01% 1028
2017
Q4 		$157K Buy
8,232
+6,346
+336% +$118K ﹤0.01% 501
2017
Q3 		$34K Buy
1,886
+29
+2% +$479 ﹤0.01% 793
2017
Q2 		$30K Hold
1,857
– – ﹤0.01% 805
2017
Q1 		$31K Sell
1,857
-257
-12% -$4.38K ﹤0.01% 760
2016
Q4 		$34K Hold
2,114
– – ﹤0.01% 724
2016
Q3 		$35K Hold
2,114
– – ﹤0.01% 716
2016
Q2 		$33K Buy
2,114
+1,411
+201% +$21.1K ﹤0.01% 718
2016
Q1 		$10K Buy
703
+526
+297% +$6.97K ﹤0.01% 877
2015
Q4 		$2K Buy
177
+145
+453% +$2.05K ﹤0.01% 1099
2015
Q3 		$0 Buy
+32
New +$454 ﹤0.01% 793

Other funds holding OPLN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's OPLN Position: Q2 2026 in Review

AssetMark Inc increased its Openlane (OPLN) stake by 60,840% in Q2 2026, buying an estimated $1.11M and bringing the position to 31,689 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

AssetMark Inc first reported a position in OPLN in Q3 2015 and has held it in 17 quarters since. 110 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • AssetMark Inc held 31,689 shares of Openlane worth $1.31M as of Q2 2026.
  • AssetMark Inc bought 31,637 Openlane shares in Q2 2026, an estimated $1.11M.
  • Openlane made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1038 holding.
  • AssetMark Inc first reported a position in Openlane in Q3 2015 and has held it in 17 quarters since.
  • 110 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.