Commonwealth Equity Services’s Open Lending Corp LPRO Stock Holding History

Commonwealth Equity Services’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	$218K	Hold	70,100	–	–	﹤0.01%	4059
2026 Q1	$87.6K	Hold	70,100	–	–	﹤0.01%	4151
2025 Q4	$109K	Hold	70,100	–	–	﹤0.01%	4103
2025 Q3	$148K	Sell	70,100 -5,000	-7%	-$11.3K	﹤0.01%	4020
2025 Q2	$146K	Buy	75,100 +4,739	+7%	+$7.66K	﹤0.01%	3996
2025 Q1	$194K	Hold	70,361	–	–	﹤0.01%	3860
2024 Q4	$420K	Sell	70,361 -4,000	-5%	-$23.9K	﹤0.01%	3113
2024 Q3	$455K	Sell	74,361 -72	-0.1%	-$414	﹤0.01%	2963
2024 Q2	$415K	Hold	74,433	–	–	﹤0.01%	3005
2024 Q1	$466K	Hold	74,433	–	–	﹤0.01%	2876
2023 Q4	$633K	Hold	74,433	–	–	﹤0.01%	2524
2023 Q3	$545K	Hold	74,433	–	–	﹤0.01%	2523
2023 Q2	$782K	Buy	74,433 +172	+0.2%	+$1.52K	﹤0.01%	2272
2023 Q1	$522K	Buy	74,261 +1,000	+1%	+$7.79K	﹤0.01%	2517
2022 Q4	$494K	Buy	73,261 +3,000	+4%	+$21.1K	﹤0.01%	2485
2022 Q3	$564K	Hold	70,261	–	–	﹤0.01%	2302
2022 Q2	$718K	Hold	70,261	–	–	﹤0.01%	2157
2022 Q1	$1.33M	Hold	70,261	–	–	﹤0.01%	1774
2021 Q4	$1.58M	Hold	70,261	–	–	﹤0.01%	1657
2021 Q3	$2.53M	Hold	70,261	–	–	0.01%	1289
2021 Q2	$3.03M	Hold	70,261	–	–	0.01%	1154
2021 Q1	$2.49M	Sell	70,261 -29,739	-30%	-$1.12M	0.01%	1183
2020 Q4	$3.5M	Hold	100,000	–	–	0.01%	906
2020 Q3	$2.55M	Buy	100,000 +18,931	+23%	+$369K	0.01%	971
2020 Q2	$1.22M	Buy	+81,069	New	+$919K	﹤0.01%	1295

Other funds holding LPRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWCM

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Commonwealth Equity Services's LPRO Position: Q2 2026 in Review

Commonwealth Equity Services held its Open Lending Corp (LPRO) position steady in Q2 2026 at 70,100 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #4059.

Commonwealth Equity Services first reported a position in LPRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.5M in Q4 2020. 150 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

Commonwealth Equity Services held 70,100 shares of Open Lending Corp worth $218K as of Q2 2026.
Commonwealth Equity Services left its Open Lending Corp share count unchanged in Q2 2026.
Open Lending Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4059 holding.
Commonwealth Equity Services first reported a position in Open Lending Corp in Q2 2020 and has held it in 25 quarters since.
Commonwealth Equity Services's Open Lending Corp position peaked at $3.5M in Q4 2020.
150 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.