Rockefeller Capital Management
OPFI icon

Rockefeller Capital Management’s OppFi OPFI Stock Holding History

Rockefeller Capital Management’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Buy
170,000
+169,000
+16,900% +$1.55M ﹤0.01% 1492
2025
Q4 		$10.5K Hold
1,000
– – ﹤0.01% 3788
2025
Q3 		$11.3K Buy
+1,000
New +$11.2K ﹤0.01% 3591
2025
Q2 		– Sell
-31,000
Closed -$288K – 1767
2025
Q1 		$288K Buy
+31,000
New +$345K ﹤0.01% 1600

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Capital Management increased its OppFi (OPFI) stake by 16,900% in Q1 2026, buying an estimated $1.55M and bringing the position to 170,000 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Rockefeller Capital Management first reported a position in OPFI in Q1 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Rockefeller Capital Management held 170,000 shares of OppFi worth $1.31M as of Q1 2026.
  • Rockefeller Capital Management bought 169,000 OppFi shares in Q1 2026, an estimated $1.55M.
  • OppFi made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1492 holding.
  • Rockefeller Capital Management first reported a position in OppFi in Q1 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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