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Rothschild Investment LLC’s Allogene Therapeutics ALLO Stock Holding History

Rothschild Investment LLC’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$944 Buy
454
+12
+3% +$26 ﹤0.01% 3066
2026
Q1 		$1.08K Buy
442
+382
+637% +$766 ﹤0.01% 2830
2025
Q4 		$82 Buy
+60
New +$79 ﹤0.01% 3229
2025
Q2 		– Sell
-865
Closed -$1.26K – 3021
2025
Q1 		$1.26K Buy
865
+675
+355% +$1.27K ﹤0.01% 2202
2024
Q4 		$405 Sell
190
-20
-10% -$49 ﹤0.01% 2611
2024
Q3 		$588 Sell
210
-21,990
-99% -$58.6K ﹤0.01% 2421
2024
Q2 		$51.7K Buy
22,200
+50
+0.2% +$148 ﹤0.01% 747
2024
Q1 		$99K Hold
22,150
– – 0.01% 600
2023
Q4 		$71.1K Sell
22,150
-7,700
-26% -$21.8K 0.01% 603
2023
Q3 		$95K Buy
29,850
+12,900
+76% +$56.5K 0.01% 463
2023
Q2 		$84K Hold
16,950
– – 0.01% 480
2023
Q1 		$84K Hold
16,950
– – 0.01% 470
2022
Q4 		$107K Buy
16,950
+6,450
+61% +$59.7K 0.01% 461
2022
Q3 		$113K Sell
10,500
-300
-3% -$4.08K 0.01% 451
2022
Q2 		$123K Hold
10,800
– – 0.01% 451
2022
Q1 		$98K Hold
10,800
– – 0.01% 471
2021
Q4 		$161K Sell
10,800
-2,000
-16% -$35.3K 0.01% 482
2021
Q3 		$329K Buy
+12,800
New +$304K 0.03% 375

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Rothschild Investment LLC increased its Allogene Therapeutics (ALLO) stake by 2.7% in Q2 2026, buying an estimated $26 and bringing the position to 454 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Rothschild Investment LLC first reported a position in ALLO in Q3 2021 and has held it in 18 quarters since. The position peaked at $329K in Q3 2021. 71 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Rothschild Investment LLC held 454 shares of Allogene Therapeutics worth $944 as of Q2 2026.
  • Rothschild Investment LLC bought 12 Allogene Therapeutics shares in Q2 2026, an estimated $26.
  • Allogene Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3066 holding.
  • Rothschild Investment LLC first reported a position in Allogene Therapeutics in Q3 2021 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Allogene Therapeutics position peaked at $329K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

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