Kestra Advisory Services’s Open Lending Corp LPRO Stock Holding History

Kestra Advisory Services’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	$617K	Hold	198,477	–	–	﹤0.01%	2177
2026 Q1	$248K	Hold	198,477	–	–	﹤0.01%	2783
2025 Q4	$308K	Hold	198,477	–	–	﹤0.01%	2520
2025 Q3	$419K	Hold	198,477	–	–	﹤0.01%	2181
2025 Q2	$385K	Hold	198,477	–	–	﹤0.01%	2161
2025 Q1	$548K	Hold	198,477	–	–	﹤0.01%	1762
2024 Q4	$1.18M	Sell	198,477 -103	-0.1%	-$617	0.01%	1310
2024 Q3	$1.22M	Sell	198,580 -448	-0.2%	-$2.58K	0.01%	1215
2024 Q2	$1.11M	Buy	199,028 +409	+0.2%	+$2.35K	0.01%	1256
2024 Q1	$1.24M	Buy	198,619 +25	+0%	+$184	0.01%	1114
2023 Q4	$1.69M	Hold	198,594	–	–	0.01%	871
2023 Q3	$1.45M	Buy	+198,594	New	+$1.82M	0.01%	820
2022 Q4	–	Sell	-198,487	Closed	-$1.6M	–	2300
2022 Q3	$1.6M	Buy	+198,487	New	+$2M	0.02%	756

Other funds holding LPRO

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

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

Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Kestra Advisory Services's LPRO Position: Q2 2026 in Review

Kestra Advisory Services held its Open Lending Corp (LPRO) position steady in Q2 2026 at 198,477 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Kestra Advisory Services first reported a position in LPRO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2023. 150 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

Kestra Advisory Services held 198,477 shares of Open Lending Corp worth $617K as of Q2 2026.
Kestra Advisory Services left its Open Lending Corp share count unchanged in Q2 2026.
Open Lending Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2177 holding.
Kestra Advisory Services first reported a position in Open Lending Corp in Q3 2022 and has held it in 13 quarters since.
Kestra Advisory Services's Open Lending Corp position peaked at $1.69M in Q4 2023.
150 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.