SageView Advisory Group’s Openlane OPLN Stock Holding History

SageView Advisory Group’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	–	Sell	-10	Closed	-$298	–	1558
2025 Q4	$298	Buy	+10	New	+$270	﹤0.01%	2486

Other funds holding OPLN

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

SageView Advisory Group's OPLN Position: Q1 2026 in Review

SageView Advisory Group sold out of Openlane (OPLN) in Q1 2026, closing a stake of 10 shares — an estimated $298 sold.

SageView Advisory Group first reported a position in OPLN in Q4 2025 and held it in 1 quarter. The position peaked at $298 in Q4 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

SageView Advisory Group reported no remaining Openlane position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 10 Openlane shares in Q1 2026, an estimated $298.
SageView Advisory Group first reported a position in Openlane in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Openlane position peaked at $298 in Q4 2025.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.