Rothschild Investment LLC’s Deutsche Bank DB Stock Holding History

Rothschild Investment LLC’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.7K	Sell	1,636 -5	-0.3%	-$176	﹤0.01%	1124
2025 Q4	$63.3K	Buy	1,641 +17	+1%	+$613	﹤0.01%	960
2025 Q3	$57.5K	Buy	1,624 +7	+0.4%	+$239	﹤0.01%	955
2025 Q2	$47.3K	Sell	1,617 -91	-5%	-$2.4K	﹤0.01%	795
2025 Q1	$40.7K	Sell	1,708 -171	-9%	-$3.59K	﹤0.01%	830
2024 Q4	$32K	Sell	1,879 -24	-1%	-$413	﹤0.01%	891
2024 Q3	$32.9K	Buy	1,903 +104	+6%	+$1.67K	﹤0.01%	878
2024 Q2	$28.7K	Buy	1,799 +535	+42%	+$8.75K	﹤0.01%	893
2024 Q1	$19.9K	Buy	1,264 +385	+44%	+$5.26K	﹤0.01%	924
2023 Q4	$11.9K	Buy	+879	New	+$10.3K	﹤0.01%	965
2016 Q2	–	Sell	-15,120	Closed	-$229K	–	490
2016 Q1	$229K	Sell	15,120 -2,772	-15%	-$46.4K	0.03%	392
2015 Q4	$386K	Sell	17,892 -5,449	-23%	-$130K	0.05%	313
2015 Q3	$562K	Buy	23,341 +14,151	+154%	+$391K	0.07%	264
2015 Q2	$247K	Sell	9,190 -8,920	-49%	-$259K	0.03%	424
2015 Q1	$562K	Buy	+18,110	New	+$507K	0.07%	279

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Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return