Axxcess Wealth Management’s Open Lending Corp LPRO Stock Holding History

Axxcess Wealth Management’s Portfolio LPRO Stock Details LPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Hold	352,773	–	–	0.02%	505
2026 Q1	$441K	Hold	352,773	–	–	0.01%	310
2025 Q4	$547K	Hold	352,773	–	–	0.01%	675
2025 Q3	$744K	Hold	352,773	–	–	0.02%	520
2025 Q2	$684K	Hold	352,773	–	–	0.02%	519
2025 Q1	$974K	Hold	352,773	–	–	0.03%	400
2024 Q4	$2.11M	Hold	352,773	–	–	0.05%	260
2024 Q3	$2.16M	Hold	352,773	–	–	0.05%	248
2024 Q2	$1.97M	Hold	352,773	–	–	0.05%	253
2024 Q1	$2.21M	Hold	352,773	–	–	0.06%	235
2023 Q4	$3M	Hold	352,773	–	–	0.09%	184
2023 Q3	$2.58M	Sell	352,773 -1,100	-0.3%	-$10.1K	0.09%	168
2023 Q2	$3.72M	Hold	353,873	–	–	0.27%	81
2023 Q1	$2.49M	Hold	353,873	–	–	0.19%	112
2022 Q4	$2.39M	Hold	353,873	–	–	0.2%	110
2022 Q3	$2.85M	Hold	353,873	–	–	0.27%	80
2022 Q2	$3.62M	Hold	353,873	–	–	0.33%	67
2022 Q1	$6.69M	Hold	353,873	–	–	0.52%	38
2021 Q4	$7.96M	Buy	+353,873	New	+$10M	0.58%	31

Other funds holding LPRO

TWCM

True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's LPRO Position: Q2 2026 in Review

Axxcess Wealth Management held its Open Lending Corp (LPRO) position steady in Q2 2026 at 352,773 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #505.

Axxcess Wealth Management first reported a position in LPRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.96M in Q4 2021. 30 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

Axxcess Wealth Management held 352,773 shares of Open Lending Corp worth $1.1M as of Q2 2026.
Axxcess Wealth Management left its Open Lending Corp share count unchanged in Q2 2026.
Open Lending Corp made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #505 holding.
Axxcess Wealth Management first reported a position in Open Lending Corp in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's Open Lending Corp position peaked at $7.96M in Q4 2021.
30 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.