RIL
CIRC

Rothschild Investment LLC’s Circle8 Group CIRC Stock Holding History

Rothschild Investment LLC’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98 Buy
107
+93
+664% +$147 ﹤0.01% 3519
2026
Q1 		$42 Buy
+14
New +$44 ﹤0.01% 3477

Other funds holding CIRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Rothschild Investment LLC increased its Circle8 Group (CIRC) stake by 664% in Q2 2026, buying an estimated $147 and bringing the position to 107 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

Rothschild Investment LLC first reported a position in CIRC in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Rothschild Investment LLC held 107 shares of Circle8 Group worth $98 as of Q2 2026.
  • Rothschild Investment LLC bought 93 Circle8 Group shares in Q2 2026, an estimated $147.
  • Circle8 Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3519 holding.
  • Rothschild Investment LLC first reported a position in Circle8 Group in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

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