Patriot Financial Group Insurance Agency’s Opendoor OPEN Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q2	–	Sell	-25,038	Closed	-$24.7K	–	555
2025 Q1	$24.7K	Sell	25,038 -2,841	-10%	-$3.73K	﹤0.01%	490
2024 Q4	$43.2K	Buy	+27,879	New	+$50.5K	0.01%	470
2022 Q3	–	Sell	-186	Closed	-$1K	–	1457
2022 Q2	$1K	Hold	186	–	–	﹤0.01%	1925
2022 Q1	$2K	Sell	186 -124	-40%	-$1.15K	﹤0.01%	1870
2021 Q4	$4K	Hold	310	–	–	﹤0.01%	1791
2021 Q3	$6K	Hold	310	–	–	﹤0.01%	1652
2021 Q2	$5K	Buy	310 +124	+67%	+$2.13K	﹤0.01%	1660
2021 Q1	$4K	Buy	+186	New	+$4.91K	﹤0.01%	1631

Other funds holding OPEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OPEN Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of Opendoor (OPEN) in Q2 2025, closing a stake of 25,038 shares — an estimated $24.7K sold.

Patriot Financial Group Insurance Agency first reported a position in OPEN in Q1 2021 and held it in 8 quarters. The position peaked at $43.2K in Q4 2024. 241 funds tracked by Wall St. Rank hold OPEN as of Q2 2025.

Patriot Financial Group Insurance Agency reported no remaining Opendoor position as of Q2 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25,038 Opendoor shares in Q2 2025, an estimated $24.7K.
Patriot Financial Group Insurance Agency first reported a position in Opendoor in Q1 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Opendoor position peaked at $43.2K in Q4 2024.
241 funds tracked by Wall St. Rank held Opendoor as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.