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Rothschild Investment LLC’s Financial Institutions FISI Stock Holding History

Rothschild Investment LLC’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.34K Buy
137
+47
+52% +$1.67K ﹤0.01% 2229
2026
Q1 		$2.85K Buy
90
+70
+350% +$2.25K ﹤0.01% 2365
2025
Q4 		$623 Hold
20
– – ﹤0.01% 2860
2025
Q3 		$544 Sell
20
-35
-64% -$934 ﹤0.01% 2803
2025
Q2 		$1.41K Buy
55
+35
+175% +$873 ﹤0.01% 2275
2025
Q1 		$499 Buy
20
+10
+100% +$270 ﹤0.01% 2614
2024
Q4 		$273 Buy
+10
New +$263 ﹤0.01% 2716

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Rothschild Investment LLC increased its Financial Institutions (FISI) stake by 52% in Q2 2026, buying an estimated $1.67K and bringing the position to 137 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Rothschild Investment LLC first reported a position in FISI in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Rothschild Investment LLC held 137 shares of Financial Institutions worth $5.34K as of Q2 2026.
  • Rothschild Investment LLC bought 47 Financial Institutions shares in Q2 2026, an estimated $1.67K.
  • Financial Institutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2229 holding.
  • Rothschild Investment LLC first reported a position in Financial Institutions in Q4 2024 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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