RIL
KG

Rothschild Investment LLC’s Kestrel Group KG Stock Holding History

Rothschild Investment LLC’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18 Buy
2
+1
+100% +$11 ﹤0.01% 3608
2026
Q1 		$11 Buy
+1
New +$11 ﹤0.01% 3574

Other funds holding KG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rothschild Investment LLC increased its Kestrel Group (KG) stake by 100% in Q2 2026, buying an estimated $11 and bringing the position to 2 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

Rothschild Investment LLC first reported a position in KG in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of Kestrel Group worth $18 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Kestrel Group share in Q2 2026, an estimated $11.
  • Kestrel Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3608 holding.
  • Rothschild Investment LLC first reported a position in Kestrel Group in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

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