SFG
LPRO

Steward Financial Group’s Open Lending Corp LPRO Stock Holding History

Steward Financial Group’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+2
New +$18 ﹤0.01% 1454
2023
Q2 		– Sell
-2
Closed – – 770
2023
Q1 		$0 Sell
2
-1
-33% -$8 ﹤0.01% 830
2022
Q4 		$0 Buy
+3
New +$21 ﹤0.01% 698
2022
Q3 		– Sell
-11
Closed – – 779
2022
Q2 		$0 Buy
+11
New +$147 ﹤0.01% 1193

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSM
Bregal Sagemount Management New York $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's LPRO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Open Lending Corp (LPRO) in Q3 2023: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LPRO as recently as Q1 2023.

Steward Financial Group first reported a position in LPRO in Q2 2022 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold LPRO as of Q3 2023.

  • Steward Financial Group held 2 shares of Open Lending Corp worth $0 as of Q3 2023.
  • Open Lending Corp was a new Steward Financial Group position in Q3 2023.
  • Open Lending Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1454 holding.
  • Steward Financial Group first reported a position in Open Lending Corp in Q2 2022 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.