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Rothschild Investment LLC’s Capricor Therapeutics CAPR Stock Holding History

Rothschild Investment LLC’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03K Buy
43
+15
+54% +$455 ﹤0.01% 3029
2026
Q1 		$851 Buy
28
+10
+56% +$266 ﹤0.01% 2938
2025
Q4 		$519 Buy
+18
New +$235 ﹤0.01% 2914
2025
Q3 		– Sell
-60
Closed -$596 – 3161
2025
Q2 		$596 Buy
60
+15
+33% +$158 ﹤0.01% 2683
2025
Q1 		$427 Buy
45
+35
+350% +$486 ﹤0.01% 2666
2024
Q4 		$138 Buy
+10
New +$175 ﹤0.01% 2858

Other funds holding CAPR

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
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Rothschild Investment LLC increased its Capricor Therapeutics (CAPR) stake by 54% in Q2 2026, buying an estimated $455 and bringing the position to 43 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Rothschild Investment LLC first reported a position in CAPR in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

  • Rothschild Investment LLC held 43 shares of Capricor Therapeutics worth $1.03K as of Q2 2026.
  • Rothschild Investment LLC bought 15 Capricor Therapeutics shares in Q2 2026, an estimated $455.
  • Capricor Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3029 holding.
  • Rothschild Investment LLC first reported a position in Capricor Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

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