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Rothschild Investment LLC’s Consensus Cloud Solutions CCSI Stock Holding History

Rothschild Investment LLC’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46K Sell
143
-137
-49% -$4.1K ﹤0.01% 2220
2026
Q1 		$6.65K Buy
280
+59
+27% +$1.52K ﹤0.01% 1917
2025
Q4 		$4.82K Buy
221
+44
+25% +$1.08K ﹤0.01% 1903
2025
Q3 		$5.2K Sell
177
-50
-22% -$1.24K ﹤0.01% 1695
2025
Q2 		$5.24K Buy
227
+35
+18% +$754 ﹤0.01% 1491
2025
Q1 		$4.43K Hold
192
– – ﹤0.01% 1498
2024
Q4 		$4.58K Buy
192
+10
+5% +$235 ﹤0.01% 1376
2024
Q3 		$4.29K Buy
182
+5
+3% +$104 ﹤0.01% 1358
2024
Q2 		$3.04K Buy
177
+30
+20% +$485 ﹤0.01% 1280
2024
Q1 		$2.33K Hold
147
– – ﹤0.01% 1197
2023
Q4 		$3.85K Buy
+147
New +$3.45K ﹤0.01% 1107

Other funds holding CCSI

JT
Jupiter Topco New York $245B AUM
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Consensus Cloud Solutions (CCSI) stake by 49% in Q2 2026, selling an estimated $4.1K and leaving 143 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Rothschild Investment LLC first reported a position in CCSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.65K in Q1 2026. 159 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Rothschild Investment LLC held 143 shares of Consensus Cloud Solutions worth $5.46K as of Q2 2026.
  • Rothschild Investment LLC sold 137 Consensus Cloud Solutions shares in Q2 2026, an estimated $4.1K.
  • Consensus Cloud Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2220 holding.
  • Rothschild Investment LLC first reported a position in Consensus Cloud Solutions in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Consensus Cloud Solutions position peaked at $6.65K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

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