SWA
OPLN

SOA Wealth Advisors’s Openlane OPLN Stock Holding History

SOA Wealth Advisors’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
2025
Q4 		– Sell
-18
Closed -$509 – 890
2025
Q3 		$509 Buy
+18
New +$491 ﹤0.01% 801

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

SOA Wealth Advisors's OPLN Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Openlane (OPLN) in Q4 2025, closing a stake of 18 shares — an estimated $509 sold.

SOA Wealth Advisors first reported a position in OPLN in Q3 2025 and held it in 1 quarter. The position peaked at $509 in Q3 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Openlane position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 18 Openlane shares in Q4 2025, an estimated $509.
  • SOA Wealth Advisors first reported a position in Openlane in Q3 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Openlane position peaked at $509 in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Openlane as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.