Cetera Trust Company, N.A

Bank

Position in LPRO — Open Lending Corp

CIK 2005547 ST. PAUL, MN

Position in LPRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$354,540

+$122,040 QoQ

Shares Held

114,000

-38.7% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#58

of 148 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cetera Trust Company, N.A holds $4,800,010 across 6 Credit Services names. LPRO ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,645	$3,309,103
2	AXP	American Express Co	3,260	$1,102,695
3	LPRO	Open Lending Corp This page	114,000	$354,540
4	MA	Mastercard Inc	38	$19,516
5	COF	Capital One Financial Corp	46	$9,228
6	SLM	SLM Corp	190	$4,928

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,540	114,000	-38.7%	Shares	Sole	2026-08-13
2026-03-31	$232,500	186,000	-15.5%	Shares	Sole	2026-05-08
2025-12-31	$341,000	220,000	-28.5%	Shares	Sole	2026-02-13
2025-09-30	$648,825	307,500	0.0%	Shares	Sole	2025-11-13
2025-06-30	$596,550	307,500	0.0%	Shares	Sole	2025-08-06
2025-03-31	$848,700	307,500	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,835,775	307,500	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,881,900	307,500	0.0%	Shares	Sole	2024-10-21
2024-06-30	$1,715,850	307,500	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,924,950	307,500	0.0%	Shares	Sole	2024-05-08
2023-12-31	$2,616,825	307,500	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.