CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Openlane OPLN Stock Holding History

CAPTRUST Financial Advisors’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 		$440K Buy
10,661
+2,420
+29% +$84.6K ﹤0.01% 2273
2026
Q1 		$240K Buy
+8,241
New +$238K ﹤0.01% 2559
2022
Q3 		– Sell
-1,394
Closed -$21K – 3096
2022
Q2 		$21K Buy
1,394
+190
+16% +$2.98K ﹤0.01% 3346
2022
Q1 		$22K Sell
1,204
-217
-15% -$3.48K ﹤0.01% 3327
2021
Q4 		$22K Buy
1,421
+410
+41% +$6.28K ﹤0.01% 3227
2021
Q3 		$17K Sell
1,011
-17
-2% -$287 ﹤0.01% 3273
2021
Q2 		$18K Buy
1,028
+420
+69% +$7.12K ﹤0.01% 3172
2021
Q1 		$9K Buy
608
+133
+28% +$2.26K ﹤0.01% 3488
2020
Q4 		$9K Buy
475
+65
+16% +$1.12K ﹤0.01% 2621
2020
Q3 		$6K Buy
410
+40
+11% +$625 ﹤0.01% 2478
2020
Q2 		$5K Buy
+370
New +$5.08K ﹤0.01% 2393
2019
Q4 		– Sell
-1,870
Closed -$46K – 1417
2019
Q3 		$46K Buy
1,870
+205
+12% +$5.25K ﹤0.01% 1022
2019
Q2 		$42K Buy
+1,665
New +$35.9K ﹤0.01% 1035

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hawk Ridge Capital Management
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

CAPTRUST Financial Advisors's OPLN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Openlane (OPLN) stake by 29% in Q2 2026, buying an estimated $84.6K and bringing the position to 10,661 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

CAPTRUST Financial Advisors first reported a position in OPLN in Q2 2019 and has held it in 13 quarters since. 352 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,661 shares of Openlane worth $440K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,420 Openlane shares in Q2 2026, an estimated $84.6K.
  • Openlane made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2273 holding.
  • CAPTRUST Financial Advisors first reported a position in Openlane in Q2 2019 and has held it in 13 quarters since.
  • 352 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.