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Rothschild Investment LLC’s Energy Services of America ESOA Stock Holding History

Rothschild Investment LLC’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464 Buy
24
+21
+700% +$342 ﹤0.01% 3280
2026
Q1 		$39 Buy
+3
New +$35 ﹤0.01% 3493

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Rothschild Investment LLC increased its Energy Services of America (ESOA) stake by 700% in Q2 2026, buying an estimated $342 and bringing the position to 24 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

Rothschild Investment LLC first reported a position in ESOA in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Rothschild Investment LLC held 24 shares of Energy Services of America worth $464 as of Q2 2026.
  • Rothschild Investment LLC bought 21 Energy Services of America shares in Q2 2026, an estimated $342.
  • Energy Services of America made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3280 holding.
  • Rothschild Investment LLC first reported a position in Energy Services of America in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

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