BHWM
OPLN

Bay Harbor Wealth Management’s Openlane OPLN Stock Holding History

Bay Harbor Wealth Management’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 		$701 Buy
17
+5
+42% +$175 ﹤0.01% 992
2026
Q1 		$349 Buy
12
+3
+33% +$87 ﹤0.01% 1072
2025
Q4 		$268 Buy
9
+2
+29% +$54 ﹤0.01% 1060
2025
Q3 		$201 Buy
7
+4
+133% +$109 ﹤0.01% 1032
2025
Q2 		$73 Sell
3
-3
-50% -$63 ﹤0.01% 1148
2025
Q1 		$115 Buy
+6
New +$124 ﹤0.01% 844

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

Bay Harbor Wealth Management's OPLN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Openlane (OPLN) stake by 42% in Q2 2026, buying an estimated $175 and bringing the position to 17 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Bay Harbor Wealth Management first reported a position in OPLN in Q1 2025 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Bay Harbor Wealth Management held 17 shares of Openlane worth $701 as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Openlane shares in Q2 2026, an estimated $175.
  • Openlane made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #992 holding.
  • Bay Harbor Wealth Management first reported a position in Openlane in Q1 2025 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

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