SIS
OPLN

Sound Income Strategies’s Openlane OPLN Stock Holding History

Sound Income Strategies’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 		– Sell
-325
Closed -$9.56K – 1496
2026
Q1 		$9.56K Hold
325
– – ﹤0.01% 1526
2025
Q4 		$9.79K Buy
325
+150
+86% +$4.06K ﹤0.01% 1476
2025
Q3 		$4.69K Sell
175
-57
-25% -$1.55K ﹤0.01% 1186
2025
Q2 		$5.67K Hold
232
– – ﹤0.01% 1057
2025
Q1 		$4.47K Hold
232
– – ﹤0.01% 1080
2024
Q4 		$4.6K Hold
232
– – ﹤0.01% 1006
2024
Q3 		$3.92K Hold
232
– – ﹤0.01% 998
2024
Q2 		$3.85K Hold
232
– – ﹤0.01% 995
2024
Q1 		$4.01K Hold
232
– – ﹤0.01% 942
2023
Q4 		$3.44K Hold
232
– – ﹤0.01% 957
2023
Q3 		$3.46K Sell
232
-31
-12% -$477 ﹤0.01% 816
2023
Q2 		$4K Hold
263
– – ﹤0.01% 780
2023
Q1 		$3.6K Hold
263
– – ﹤0.01% 748
2022
Q4 		$3.43K Sell
263
-39
-13% -$523 ﹤0.01% 694
2022
Q3 		$3K Hold
302
– – ﹤0.01% 646
2022
Q2 		$4K Sell
302
-50
-14% -$784 ﹤0.01% 617
2022
Q1 		$6K Sell
352
-352
-50% -$5.64K ﹤0.01% 570
2021
Q4 		$11K Hold
704
– – ﹤0.01% 466
2021
Q3 		$12K Hold
704
– – ﹤0.01% 427
2021
Q2 		$12K Sell
704
-58,979
-99% -$999K ﹤0.01% 440
2021
Q1 		$895K Buy
59,683
+30,741
+106% +$524K 0.15% 84
2020
Q4 		$539K Buy
+28,942
New +$500K 0.12% 82

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Sound Income Strategies's OPLN Position: Q2 2026 in Review

Sound Income Strategies sold out of Openlane (OPLN) in Q2 2026, closing a stake of 325 shares — an estimated $9.56K sold.

Sound Income Strategies first reported a position in OPLN in Q4 2020 and held it in 22 quarters. The position peaked at $895K in Q1 2021. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Sound Income Strategies reported no remaining Openlane position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 325 Openlane shares in Q2 2026, an estimated $9.56K.
  • Sound Income Strategies first reported a position in Openlane in Q4 2020 and held it in 22 quarters.
  • Sound Income Strategies's Openlane position peaked at $895K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.