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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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Rothschild Investment LLC's OPFI Position: Q1 2026 in Review

Rothschild Investment LLC reduced its OppFi (OPFI) stake by 52% in Q1 2026, selling an estimated $119 and leaving 12 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Rothschild Investment LLC first reported a position in OPFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $630 in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Rothschild Investment LLC held 12 shares of OppFi worth $93 as of Q1 2026.
  • Rothschild Investment LLC sold 13 OppFi shares in Q1 2026, an estimated $119.
  • OppFi made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3407 holding.
  • Rothschild Investment LLC first reported a position in OppFi in Q2 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's OppFi position peaked at $630 in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.