SVB Wealth’s Openlane OPLN Stock Holding History

SVB Wealth’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 Q2	–	Sell	-69	Closed	-$1.33K	–	1085
2025 Q1	$1.33K	Buy	+69	New	+$1.42K	﹤0.01%	1309

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HRCM

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SVB Wealth's OPLN Position: Q2 2025 in Review

SVB Wealth sold out of Openlane (OPLN) in Q2 2025, closing a stake of 69 shares — an estimated $1.33K sold.

SVB Wealth first reported a position in OPLN in Q1 2025 and held it in 1 quarter. The position peaked at $1.33K in Q1 2025. 271 funds tracked by Wall St. Rank hold OPLN as of Q2 2025.

SVB Wealth reported no remaining Openlane position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 69 Openlane shares in Q2 2025, an estimated $1.33K.
SVB Wealth first reported a position in Openlane in Q1 2025 and held it in 1 quarter.
SVB Wealth's Openlane position peaked at $1.33K in Q1 2025.
271 funds tracked by Wall St. Rank held Openlane as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.