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Rothschild Investment LLC’s OppFi OPFI Stock Holding History

Rothschild Investment LLC’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
-12
Closed -$93 – 3699
2026
Q1 		$93 Sell
12
-13
-52% -$119 ﹤0.01% 3407
2025
Q4 		$262 Hold
25
– – ﹤0.01% 3066
2025
Q3 		$283 Sell
25
-20
-44% -$225 ﹤0.01% 2955
2025
Q2 		$630 Buy
+45
New +$506 ﹤0.01% 2661

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rothschild Investment LLC's OPFI Position: Q2 2026 in Review

Rothschild Investment LLC sold out of OppFi (OPFI) in Q2 2026, closing a stake of 12 shares — an estimated $93 sold.

Rothschild Investment LLC first reported a position in OPFI in Q2 2025 and held it in 4 quarters. The position peaked at $630 in Q2 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Rothschild Investment LLC reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 12 OppFi shares in Q2 2026, an estimated $93.
  • Rothschild Investment LLC first reported a position in OppFi in Q2 2025 and held it in 4 quarters.
  • Rothschild Investment LLC's OppFi position peaked at $630 in Q2 2025.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.