Benchmark Financial Wealth Advisors’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio OPNW Stock Details OPNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8K	Hold	3,714	–	–	0.01%	147
2026 Q1	$30.1K	Hold	3,714	–	–	0.01%	132
2025 Q4	$22.3K	Hold	3,714	–	–	0.01%	126
2025 Q3	$33K	Hold	3,714	–	–	0.01%	124
2025 Q2	$28K	Buy	+3,714	New	+$26.5K	0.01%	117

Other funds holding OPNW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Benchmark Financial Wealth Advisors's OPNW Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors held its OpenWorld, Inc. Common Stock (OPNW) position steady in Q2 2026 at 3,714 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #147.

Benchmark Financial Wealth Advisors first reported a position in OPNW in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q3 2025. 22 funds tracked by Wall St. Rank hold OPNW as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,714 shares of OpenWorld, Inc. Common Stock worth $22.8K as of Q2 2026.
Benchmark Financial Wealth Advisors left its OpenWorld, Inc. Common Stock share count unchanged in Q2 2026.
OpenWorld, Inc. Common Stock made up 0.01% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Benchmark Financial Wealth Advisors first reported a position in OpenWorld, Inc. Common Stock in Q2 2025 and has held it in 5 quarters since.
Benchmark Financial Wealth Advisors's OpenWorld, Inc. Common Stock position peaked at $33K in Q3 2025.
22 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.