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Avion Wealth’s Offerpad Solutions OPAD Stock Holding History

Avion Wealth’s Portfolio OPAD Stock Details OPAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5K Buy
817
+67
+9% +$658 ﹤0.01% 679
2025
Q4 		$9K Buy
+750
New +$16.6K ﹤0.01% 518

Other funds holding OPAD

FAFC
First American Financial Corporation Santa Ana, California $370M AUM 43.76% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's OPAD Position: Q1 2026 in Review

Avion Wealth increased its Offerpad Solutions (OPAD) stake by 8.9% in Q1 2026, buying an estimated $658 and bringing the position to 817 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Avion Wealth first reported a position in OPAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $9K in Q4 2025. 37 funds tracked by Wall St. Rank hold OPAD as of Q1 2026.

  • Avion Wealth held 817 shares of Offerpad Solutions worth $5K as of Q1 2026.
  • Avion Wealth bought 67 Offerpad Solutions shares in Q1 2026, an estimated $658.
  • Offerpad Solutions made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #679 holding.
  • Avion Wealth first reported a position in Offerpad Solutions in Q4 2025 and has held it in 2 quarters since.
  • Avion Wealth's Offerpad Solutions position peaked at $9K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Offerpad Solutions as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.