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Rothschild Investment LLC’s Alico ALCO Stock Holding History

Rothschild Investment LLC’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290 Buy
7
+5
+250% +$207 ﹤0.01% 3376
2026
Q1 		$83 Buy
2
+1
+100% +$40 ﹤0.01% 3416
2025
Q4 		$36 Buy
+1
New +$35 ﹤0.01% 3291

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

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

Rothschild Investment LLC increased its Alico (ALCO) stake by 250% in Q2 2026, buying an estimated $207 and bringing the position to 7 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Rothschild Investment LLC first reported a position in ALCO in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of Alico worth $290 as of Q2 2026.
  • Rothschild Investment LLC bought 5 Alico shares in Q2 2026, an estimated $207.
  • Alico made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3376 holding.
  • Rothschild Investment LLC first reported a position in Alico in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Alico as of Q2 2026.

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