XF
OPEN icon

XML Financial’s Opendoor OPEN Stock Holding History

XML Financial’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Sell
45,000
-130,000
-74% -$622K 0.02% 429
2026
Q1 		$819K Hold
175,000
– – 0.07% 206
2025
Q4 		$1.02M Sell
175,000
-5,833
-3% -$41.8K 0.08% 178
2025
Q3 		$1.39M Buy
+180,833
New +$733K 0.11% 155

Other funds holding OPEN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $63.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

XML Financial's OPEN Position: Q2 2026 in Review

XML Financial reduced its Opendoor (OPEN) stake by 74% in Q2 2026, selling an estimated $622K and leaving 45,000 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #429.

XML Financial first reported a position in OPEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q3 2025. 390 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • XML Financial held 45,000 shares of Opendoor worth $208K as of Q2 2026.
  • XML Financial sold 130,000 Opendoor shares in Q2 2026, an estimated $622K.
  • Opendoor made up 0.02% of XML Financial's portfolio in Q2 2026, its #429 holding.
  • XML Financial first reported a position in Opendoor in Q3 2025 and has held it in 4 quarters since.
  • XML Financial's Opendoor position peaked at $1.39M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.