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Rothschild Investment LLC’s HighPeak Energy HPK Stock Holding History

Rothschild Investment LLC’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.73K Buy
1,106
+508
+85% +$3.5K ﹤0.01% 2035
2026
Q1 		$4.13K Buy
598
+458
+327% +$2.4K ﹤0.01% 2155
2025
Q4 		$664 Buy
+140
New +$841 ﹤0.01% 2835
2025
Q3 		– Sell
-25
Closed -$245 – 3192
2025
Q2 		$245 Buy
25
+5
+25% +$49 ﹤0.01% 2899
2025
Q1 		$253 Sell
20
-40
-67% -$538 ﹤0.01% 2797
2024
Q4 		$882 Buy
60
+10
+20% +$143 ﹤0.01% 2284
2024
Q3 		$694 Buy
50
+30
+150% +$457 ﹤0.01% 2374
2024
Q2 		$281 Buy
+20
New +$295 ﹤0.01% 2330

Other funds holding HPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Rothschild Investment LLC increased its HighPeak Energy (HPK) stake by 85% in Q2 2026, buying an estimated $3.5K and bringing the position to 1,106 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Rothschild Investment LLC first reported a position in HPK in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

  • Rothschild Investment LLC held 1,106 shares of HighPeak Energy worth $7.73K as of Q2 2026.
  • Rothschild Investment LLC bought 508 HighPeak Energy shares in Q2 2026, an estimated $3.5K.
  • HighPeak Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2035 holding.
  • Rothschild Investment LLC first reported a position in HighPeak Energy in Q2 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

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