TPWA
OPLN

Twin Peaks Wealth Advisors’s Openlane OPLN Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.72K Buy
+162
New +$4.68K ﹤0.01% 1416
2025
Q3 		– Sell
-324
Closed -$9.28K – 1193
2025
Q2 		$9.28K Buy
+324
New +$6.84K ﹤0.01% 978

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's OPLN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Openlane (OPLN) in Q1 2026: 162 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OPLN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OPLN in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.28K in Q2 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 162 shares of Openlane worth $4.72K as of Q1 2026.
  • Openlane was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Openlane made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1416 holding.
  • Twin Peaks Wealth Advisors first reported a position in Openlane in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Openlane position peaked at $9.28K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.