EFS
OPEN icon

Essex Financial Services’s Opendoor OPEN Stock Holding History

Essex Financial Services’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.8K Buy
+12,519
New +$59.9K ﹤0.01% 830
2026
Q1 		– Sell
-11,073
Closed -$64.6K – 818
2025
Q4 		$64.6K Sell
11,073
-1,146
-9% -$8.21K ﹤0.01% 779
2025
Q3 		$94.2K Buy
+12,219
New +$49.6K 0.01% 743

Other funds holding OPEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Essex Financial Services's OPEN Position: Q2 2026 in Review

Essex Financial Services opened a new position in Opendoor (OPEN) in Q2 2026: 12,519 shares worth $57.8K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in OPEN as recently as Q4 2025.

Essex Financial Services first reported a position in OPEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $94.2K in Q3 2025. 257 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Essex Financial Services held 12,519 shares of Opendoor worth $57.8K as of Q2 2026.
  • Opendoor was a new Essex Financial Services position in Q2 2026.
  • Opendoor made up ﹤0.01% of Essex Financial Services's portfolio in Q2 2026, its #830 holding.
  • Essex Financial Services first reported a position in Opendoor in Q3 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Opendoor position peaked at $94.2K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.