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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPLN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Openlane (OPLN) stake by 5.5% in Q1 2026, buying an estimated $4.01K and bringing the position to 2,688 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #943.

Pinnacle Wealth Planning Services first reported a position in OPLN in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,688 shares of Openlane worth $78.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 139 Openlane shares in Q1 2026, an estimated $4.01K.
  • Openlane made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #943 holding.
  • Pinnacle Wealth Planning Services first reported a position in Openlane in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.