Pinnacle Wealth Planning Services
OPLN icon

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
Q3 		$92.7K Sell
2,716
-26
-0.9% -$961 0.01% 897
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

Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPLN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Openlane (OPLN) stake by 0.95% in Q3 2026, selling an estimated $961 and leaving 2,716 shares worth $92.7K. The position accounts for 0.01% of the portfolio, ranked #897.

Pinnacle Wealth Planning Services first reported a position in OPLN in Q4 2025 and has held it in 4 quarters since. The position peaked at $113K in Q2 2026. 77 funds tracked by Wall St. Rank hold OPLN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,716 shares of Openlane worth $92.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 26 Openlane shares in Q3 2026, an estimated $961.
  • Openlane made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #897 holding.
  • Pinnacle Wealth Planning Services first reported a position in Openlane in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Openlane position peaked at $113K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Openlane as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.