JWA
OPLN

JFS Wealth Advisors’s Openlane OPLN Stock Holding History

JFS Wealth Advisors’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
Q2 		$5.77K Buy
140
+25
+22% +$874 ﹤0.01% 1228
2026
Q1 		$3.35K Hold
115
– – ﹤0.01% 1336
2025
Q4 		$3.42K Buy
115
+32
+39% +$865 ﹤0.01% 1387
2025
Q3 		$2.39K Hold
83
– – ﹤0.01% 1398
2025
Q2 		$2.03K Hold
83
– – ﹤0.01% 1390
2025
Q1 		$1.6K Hold
83
– – ﹤0.01% 1539
2024
Q4 		$1.65K Hold
83
– – ﹤0.01% 1547
2024
Q3 		$1.4K Buy
83
+2
+2% +$34 ﹤0.01% 1607
2024
Q2 		$1.34K Hold
81
– – ﹤0.01% 1581
2024
Q1 		$1.4K Hold
81
– – ﹤0.01% 1567
2023
Q4 		$1.2K Sell
81
-2
-2% -$29 ﹤0.01% 1600
2023
Q3 		$1.24K Buy
83
+2
+2% +$31 ﹤0.01% 1529
2023
Q2 		$1.23K Hold
81
– – ﹤0.01% 1539
2023
Q1 		$1.11K Buy
81
+10
+14% +$139 ﹤0.01% 1550
2022
Q4 		$927 Buy
71
+64
+914% +$858 ﹤0.01% 1621
2022
Q3 		$0 Sell
7
-79
-92% -$1.19K ﹤0.01% 1825
2022
Q2 		$1K Buy
86
+29
+51% +$455 ﹤0.01% 1560
2022
Q1 		$1K Buy
57
+33
+138% +$529 ﹤0.01% 1664
2021
Q4 		$0 Buy
+24
New +$367 ﹤0.01% 1798
2020
Q2 		– Sell
-86
Closed -$1K – 554
2020
Q1 		$1K Buy
+86
New +$1.68K ﹤0.01% 473

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

JFS Wealth Advisors's OPLN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Openlane (OPLN) stake by 22% in Q2 2026, buying an estimated $874 and bringing the position to 140 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

JFS Wealth Advisors first reported a position in OPLN in Q1 2020 and has held it in 20 quarters since. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • JFS Wealth Advisors held 140 shares of Openlane worth $5.77K as of Q2 2026.
  • JFS Wealth Advisors bought 25 Openlane shares in Q2 2026, an estimated $874.
  • Openlane made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1228 holding.
  • JFS Wealth Advisors first reported a position in Openlane in Q1 2020 and has held it in 20 quarters since.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.