Rockefeller Capital Management
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Rockefeller Capital Management’s Orion OEC Stock Holding History

Rockefeller Capital Management’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Buy
2,703
+1,696
+168% +$10K ﹤0.01% 3761
2025
Q4 		$5.32K Buy
1,007
+621
+161% +$3.37K ﹤0.01% 4054
2025
Q3 		$2.93K Buy
+386
New +$3.9K ﹤0.01% 4015
2023
Q1 		– Sell
-595
Closed -$10K – 3265
2022
Q4 		$10K Hold
595
– – ﹤0.01% 3083
2022
Q3 		$7K Buy
595
+1
+0.2% +$16 ﹤0.01% 3236
2022
Q2 		$9K Buy
594
+95
+19% +$1.59K ﹤0.01% 3186
2022
Q1 		$7K Buy
499
+142
+40% +$2.45K ﹤0.01% 3226
2021
Q4 		$6K Hold
357
– – ﹤0.01% 3209
2021
Q3 		$6K Sell
357
-85
-19% -$1.52K ﹤0.01% 3114
2021
Q2 		$8K Buy
442
+85
+24% +$1.68K ﹤0.01% 2882
2021
Q1 		$7K Buy
+357
New +$6.43K ﹤0.01% 2769

Other funds holding OEC

Pzena Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's OEC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Orion (OEC) stake by 168% in Q1 2026, buying an estimated $10K and bringing the position to 2,703 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

Rockefeller Capital Management first reported a position in OEC in Q1 2021 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Rockefeller Capital Management held 2,703 shares of Orion worth $17.6K as of Q1 2026.
  • Rockefeller Capital Management bought 1,696 Orion shares in Q1 2026, an estimated $10K.
  • Orion made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3761 holding.
  • Rockefeller Capital Management first reported a position in Orion in Q1 2021 and has held it in 11 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.