CWM
OPLN

Congress Wealth Management’s Openlane OPLN Stock Holding History

Congress 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
2025
Q2 		$621K Hold
25,401
– – 0.01% 855
2025
Q1 		$490K Buy
+25,401
New +$524K 0.01% 820

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Congress Wealth Management's OPLN Position: Q2 2025 in Review

Congress Wealth Management held its Openlane (OPLN) position steady in Q2 2025 at 25,401 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #855.

Congress Wealth Management first reported a position in OPLN in Q1 2025 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold OPLN as of Q2 2025.

  • Congress Wealth Management held 25,401 shares of Openlane worth $621K as of Q2 2025.
  • Congress Wealth Management left its Openlane share count unchanged in Q2 2025.
  • Openlane made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #855 holding.
  • Congress Wealth Management first reported a position in Openlane in Q1 2025 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Openlane as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.