Rothschild Investment LLC’s Fathom Holdings FTHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01K	Hold	1,000	–	–	﹤0.01%	3037
2026 Q1	$530	Hold	1,000	–	–	﹤0.01%	3110
2025 Q4	$1.01K	Hold	1,000	–	–	﹤0.01%	2672
2025 Q3	$1.8K	Hold	1,000	–	–	﹤0.01%	2293
2025 Q2	$1.24K	Hold	1,000	–	–	﹤0.01%	2348
2025 Q1	$882	Hold	1,000	–	–	﹤0.01%	2409
2024 Q4	$1.53K	Hold	1,000	–	–	﹤0.01%	1965
2024 Q3	$2.59K	Hold	1,000	–	–	﹤0.01%	1593
2024 Q2	$1.72K	Hold	1,000	–	–	﹤0.01%	1445
2024 Q1	$1.99K	Hold	1,000	–	–	﹤0.01%	1213
2023 Q4	$3.59K	Buy	+1,000	New	+$3.18K	﹤0.01%	1109

Other funds holding FTHM

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

Rothschild Investment LLC held its Fathom Holdings (FTHM) position steady in Q2 2026 at 1,000 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Rothschild Investment LLC first reported a position in FTHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59K in Q4 2023. 14 funds tracked by Wall St. Rank hold FTHM as of Q2 2026.

Rothschild Investment LLC held 1,000 shares of Fathom Holdings worth $1.01K as of Q2 2026.
Rothschild Investment LLC left its Fathom Holdings share count unchanged in Q2 2026.
Fathom Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3037 holding.
Rothschild Investment LLC first reported a position in Fathom Holdings in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Fathom Holdings position peaked at $3.59K in Q4 2023.
14 funds tracked by Wall St. Rank held Fathom Holdings as of Q2 2026.

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