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
Q2 		– Sell
-170,000
Closed -$1.31M – 4836
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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CCM
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MI
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Geode Capital Management
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Two Sigma Investments
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Dimensional Fund Advisors
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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rockefeller Capital Management's OPFI Position: Q2 2026 in Review

Rockefeller Capital Management sold out of OppFi (OPFI) in Q2 2026, closing a stake of 170,000 shares — an estimated $1.31M sold.

Rockefeller Capital Management first reported a position in OPFI in Q1 2025 and held it in 4 quarters. The position peaked at $1.31M in Q1 2026. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Rockefeller Capital Management reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 170,000 OppFi shares in Q2 2026, an estimated $1.31M.
  • Rockefeller Capital Management first reported a position in OppFi in Q1 2025 and held it in 4 quarters.
  • Rockefeller Capital Management's OppFi position peaked at $1.31M in Q1 2026.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.