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Equitable Trust’s Openlane OPLN Stock Holding History

Equitable Trust’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
Q3 		$500K Buy
14,664
+1,895
+15% +$70.1K 0.02% 312
2026
Q2 		$527K Sell
12,769
-4,451
-26% -$156K 0.02% 309
2026
Q1 		$502K Buy
17,220
+4,552
+36% +$131K 0.02% 322
2025
Q4 		$377K Sell
12,668
-2,107
-14% -$57K 0.02% 366
2025
Q3 		$425K Hold
14,775
– – 0.02% 346
2025
Q2 		$361K Buy
14,775
+478
+3% +$10.1K 0.02% 352
2025
Q1 		$276K Buy
14,297
+942
+7% +$19.4K 0.02% 417
2024
Q4 		$265K Hold
13,355
– – 0.01% 430
2024
Q3 		$225K Buy
+13,355
New +$229K 0.01% 423

Other funds holding OPLN

Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Equitable Trust's OPLN Position: Q3 2026 in Review

Equitable Trust increased its Openlane (OPLN) stake by 15% in Q3 2026, buying an estimated $70.1K and bringing the position to 14,664 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #312.

Equitable Trust first reported a position in OPLN in Q3 2024 and has held it in 9 quarters since. The position peaked at $527K in Q2 2026. 25 funds tracked by Wall St. Rank hold OPLN as of Q3 2026.

  • Equitable Trust held 14,664 shares of Openlane worth $500K as of Q3 2026.
  • Equitable Trust bought 1,895 Openlane shares in Q3 2026, an estimated $70.1K.
  • Openlane made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #312 holding.
  • Equitable Trust first reported a position in Openlane in Q3 2024 and has held it in 9 quarters since.
  • Equitable Trust's Openlane position peaked at $527K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Openlane as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.