PWMAI
OPEN icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Opendoor OPEN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.99K Buy
647
+272
+73% +$1.3K ﹤0.01% 488
2026
Q1 		$1.75K Sell
375
-25
-6% -$135 ﹤0.01% 473
2025
Q4 		$2.33K Buy
400
+90
+29% +$645 ﹤0.01% 470
2025
Q3 		$2.39K Buy
+310
New +$1.26K ﹤0.01% 475

Other funds holding OPEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OPEN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Opendoor (OPEN) stake by 73% in Q2 2026, buying an estimated $1.3K and bringing the position to 647 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OPEN in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 647 shares of Opendoor worth $2.99K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 272 Opendoor shares in Q2 2026, an estimated $1.3K.
  • Opendoor made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #488 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Opendoor in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.