RIL
JCAP

Rothschild Investment LLC’s Jefferson Capital JCAP Stock Holding History

Rothschild Investment LLC’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115 Buy
6
+1
+20% +$21 ﹤0.01% 3380
2025
Q4 		$112 Buy
+5
New +$101 ﹤0.01% 3194

Other funds holding JCAP

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Adage Capital Partners
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's JCAP Position: Q1 2026 in Review

Rothschild Investment LLC increased its Jefferson Capital (JCAP) stake by 20% in Q1 2026, buying an estimated $21 and bringing the position to 6 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Rothschild Investment LLC first reported a position in JCAP in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Rothschild Investment LLC held 6 shares of Jefferson Capital worth $115 as of Q1 2026.
  • Rothschild Investment LLC bought 1 Jefferson Capital share in Q1 2026, an estimated $21.
  • Jefferson Capital made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3380 holding.
  • Rothschild Investment LLC first reported a position in Jefferson Capital in Q4 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.