Steward Partners Investment Advisory’s Openlane OPLN Stock Holding History

Steward Partners Investment Advisory’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	$5.13K	Hold	176	–	–	﹤0.01%	3784
2025 Q4	$5.24K	Hold	176	–	–	﹤0.01%	3678
2025 Q3	$5.07K	Hold	176	–	–	﹤0.01%	3653
2025 Q2	$4.3K	Hold	176	–	–	﹤0.01%	3527
2025 Q1	$3.39K	Hold	176	–	–	﹤0.01%	3498
2024 Q4	$3.49K	Buy	+176	New	+$3.25K	﹤0.01%	3483
2019 Q4	–	Sell	-25	Closed	–	–	2668
2019 Q3	$0	Sell	25 -20	-44%	-$512	﹤0.01%	2692
2019 Q2	$1K	Buy	+45	New	+$969	﹤0.01%	2536
2018 Q4	–	Sell	-351	Closed	-$8K	–	1491
2018 Q3	$8K	Buy	351 +187	+114%	+$4.32K	﹤0.01%	1964
2018 Q2	$3K	Buy	164 +53	+48%	+$1.08K	﹤0.01%	2124
2018 Q1	$2K	Buy	+111	New	+$2.24K	﹤0.01%	2010

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Steward Partners Investment Advisory's OPLN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Openlane (OPLN) position steady in Q1 2026 at 176 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Steward Partners Investment Advisory first reported a position in OPLN in Q1 2018 and has held it in 11 quarters since. The position peaked at $8K in Q3 2018. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Steward Partners Investment Advisory held 176 shares of Openlane worth $5.13K as of Q1 2026.
Steward Partners Investment Advisory left its Openlane share count unchanged in Q1 2026.
Openlane made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3784 holding.
Steward Partners Investment Advisory first reported a position in Openlane in Q1 2018 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Openlane position peaked at $8K in Q3 2018.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.