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Rothschild Investment LLC’s GCM Grosvenor GCMG Stock Holding History

Rothschild Investment LLC’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86K Buy
314
+105
+50% +$1.15K ﹤0.01% 2425
2026
Q1 		$2.05K Buy
209
+154
+280% +$1.71K ﹤0.01% 2552
2025
Q4 		$623 Sell
55
-24
-30% -$274 ﹤0.01% 2861
2025
Q3 		$954 Sell
79
-56
-41% -$694 ﹤0.01% 2597
2025
Q2 		$1.56K Buy
135
+90
+200% +$1.11K ﹤0.01% 2216
2025
Q1 		$595 Buy
45
+20
+80% +$267 ﹤0.01% 2561
2024
Q4 		$307 Sell
25
-10
-29% -$119 ﹤0.01% 2686
2024
Q3 		$396 Buy
+35
New +$376 ﹤0.01% 2537

Other funds holding GCMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Rothschild Investment LLC increased its GCM Grosvenor (GCMG) stake by 50% in Q2 2026, buying an estimated $1.15K and bringing the position to 314 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Rothschild Investment LLC first reported a position in GCMG in Q3 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Rothschild Investment LLC held 314 shares of GCM Grosvenor worth $3.86K as of Q2 2026.
  • Rothschild Investment LLC bought 105 GCM Grosvenor shares in Q2 2026, an estimated $1.15K.
  • GCM Grosvenor made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2425 holding.
  • Rothschild Investment LLC first reported a position in GCM Grosvenor in Q3 2024 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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