Summit Securities Group’s Openlane OPLN Stock Holding History

Summit Securities 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 Q2	$136K	Buy	+3,295	New	+$115K	0.01%	329
2023 Q1	–	Sell	-6,653	Closed	-$87K	–	1064
2022 Q4	$87K	Buy	+6,653	New	+$89.2K	﹤0.01%	624
2022 Q2	–	Sell	-100	Closed	-$2K	–	1093
2022 Q1	$2K	Buy	+100	New	+$1.6K	﹤0.01%	1043
2019 Q3	–	Sell	-54,622	Closed	-$1.37M	–	372
2019 Q2	$1.37M	Buy	+54,622	New	+$1.18M	0.16%	106
2015 Q1	–	Sell	-5,020	Closed	-$66K	–	526
2014 Q4	$66K	Buy	+5,020	New	+$60.8K	0.02%	300

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

Summit Securities Group's OPLN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Openlane (OPLN) in Q2 2026: 3,295 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in OPLN as recently as Q4 2022.

Summit Securities Group first reported a position in OPLN in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2019. 353 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

Summit Securities Group held 3,295 shares of Openlane worth $136K as of Q2 2026.
Openlane was a new Summit Securities Group position in Q2 2026.
Openlane made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #329 holding.
Summit Securities Group first reported a position in Openlane in Q4 2014 and has held it in 5 quarters since.
Summit Securities Group's Openlane position peaked at $1.37M in Q2 2019.
353 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.