EWA
LPRO

EverSource Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

EverSource Wealth Advisors’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 		$9.3K Sell
2,992
-555
-16% -$1.13K ﹤0.01% 2948
2026
Q1 		$4.43K Sell
3,547
-84
-2% -$133 ﹤0.01% 3323
2025
Q4 		$5.63K Sell
3,631
-902
-20% -$1.6K ﹤0.01% 3082
2025
Q3 		$9.56K Sell
4,533
-215
-5% -$486 ﹤0.01% 2846
2025
Q2 		$9.21K Buy
4,748
+4,242
+838% +$6.85K ﹤0.01% 2864
2025
Q1 		$1.4K Buy
506
+446
+743% +$2.22K ﹤0.01% 3095
2024
Q4 		$359 Sell
60
-13
-18% -$78 ﹤0.01% 3296
2024
Q3 		$447 Hold
73
– – ﹤0.01% 2895
2024
Q2 		$460 Buy
73
+43
+143% +$247 ﹤0.01% 2911
2024
Q1 		$153 Buy
+30
New +$221 ﹤0.01% 2810
2023
Q4 		– Sell
-2,310
Closed -$16.9K – 2704
2023
Q3 		$16.9K Sell
2,310
-1,087
-32% -$9.94K ﹤0.01% 1190
2023
Q2 		$35.7K Hold
3,397
– – ﹤0.01% 963
2023
Q1 		$23.9K Sell
3,397
-850
-20% -$6.62K ﹤0.01% 1011
2022
Q4 		$28.7K Buy
4,247
+3,776
+802% +$26.6K ﹤0.01% 958
2022
Q3 		$4K Buy
+471
New +$4.76K ﹤0.01% 1452

Other funds holding LPRO

BlackRock
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
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

EverSource Wealth Advisors's LPRO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Open Lending Corp (LPRO) stake by 16% in Q2 2026, selling an estimated $1.13K and leaving 2,992 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

EverSource Wealth Advisors first reported a position in LPRO in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.7K in Q2 2023. 150 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

  • EverSource Wealth Advisors held 2,992 shares of Open Lending Corp worth $9.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 555 Open Lending Corp shares in Q2 2026, an estimated $1.13K.
  • Open Lending Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2948 holding.
  • EverSource Wealth Advisors first reported a position in Open Lending Corp in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Open Lending Corp position peaked at $35.7K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.