Rockefeller Capital Management
OSCV icon

Rockefeller Capital Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Rockefeller Capital Management’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33
Closed -$1.22K – 4833
2025
Q4 		$1.22K Buy
+33
New +$1.24K ﹤0.01% 4419

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GWANC
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
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SLC
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Raymond James Financial
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FHC
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Rockefeller Capital Management's OSCV Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Opus Small Cap Value ETF (OSCV) in Q1 2026, closing a stake of 33 shares — an estimated $1.22K sold.

Rockefeller Capital Management first reported a position in OSCV in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Opus Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 33 Opus Small Cap Value ETF shares in Q1 2026, an estimated $1.22K.
  • Rockefeller Capital Management first reported a position in Opus Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Opus Small Cap Value ETF position peaked at $1.22K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

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