Fiduciary Alliance’s Opendoor OPEN Stock Holding History

Fiduciary Alliance’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	–	Sell	-28,220	Closed	-$136K	–	570
2026 Q1	$136K	Buy	28,220 +3,800	+16%	+$20.5K	0.01%	536
2025 Q4	$142K	Buy	24,420 +12,278	+101%	+$88K	0.01%	495
2025 Q3	$93.6K	Buy	+12,142	New	+$49.2K	0.01%	489

Other funds holding OPEN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lennar Corp Miami, Florida $63.2M AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fiduciary Alliance's OPEN Position: Q2 2026 in Review

Fiduciary Alliance sold out of Opendoor (OPEN) in Q2 2026, closing a stake of 28,220 shares — an estimated $136K sold.

Fiduciary Alliance first reported a position in OPEN in Q3 2025 and held it in 3 quarters. The position peaked at $142K in Q4 2025. 391 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

Fiduciary Alliance reported no remaining Opendoor position as of Q2 2026 after selling out during the quarter.
Fiduciary Alliance sold 28,220 Opendoor shares in Q2 2026, an estimated $136K.
Fiduciary Alliance first reported a position in Opendoor in Q3 2025 and held it in 3 quarters.
Fiduciary Alliance's Opendoor position peaked at $142K in Q4 2025.
391 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.