PWPS
OPLN

Pinnacle Wealth Planning Services’s Openlane OPLN Stock Holding History

Pinnacle Wealth Planning Services’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 		$113K Buy
2,742
+54
+2% +$1.89K 0.01% 802
2026
Q1 		$78.4K Buy
2,688
+139
+5% +$4.01K 0.01% 943
2025
Q4 		$75.9K Buy
+2,549
New +$68.9K 0.01% 942

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

Pinnacle Wealth Planning Services's OPLN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Openlane (OPLN) stake by 2% in Q2 2026, buying an estimated $1.89K and bringing the position to 2,742 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #802.

Pinnacle Wealth Planning Services first reported a position in OPLN in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,742 shares of Openlane worth $113K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 54 Openlane shares in Q2 2026, an estimated $1.89K.
  • Openlane made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #802 holding.
  • Pinnacle Wealth Planning Services first reported a position in Openlane in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.