RIL
KGS icon

Rothschild Investment LLC’s Kodiak Gas Services KGS Stock Holding History

Rothschild Investment LLC’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.04K Buy
107
+10
+10% +$680 ﹤0.01% 2015
2026
Q1 		$5.66K Buy
97
+33
+52% +$1.6K ﹤0.01% 1990
2025
Q4 		$2.39K Buy
64
+19
+42% +$672 ﹤0.01% 2278
2025
Q3 		$1.66K Sell
45
-30
-40% -$1.01K ﹤0.01% 2339
2025
Q2 		$2.57K Buy
75
+30
+67% +$1.04K ﹤0.01% 1890
2025
Q1 		$1.68K Buy
45
+5
+13% +$213 ﹤0.01% 2007
2024
Q4 		$1.63K Buy
40
+35
+700% +$1.27K ﹤0.01% 1931
2024
Q3 		$145 Sell
5
-20
-80% -$550 ﹤0.01% 2770
2024
Q2 		$682 Buy
+25
New +$678 ﹤0.01% 1853

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Rothschild Investment LLC increased its Kodiak Gas Services (KGS) stake by 10% in Q2 2026, buying an estimated $680 and bringing the position to 107 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Rothschild Investment LLC first reported a position in KGS in Q2 2024 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Rothschild Investment LLC held 107 shares of Kodiak Gas Services worth $8.04K as of Q2 2026.
  • Rothschild Investment LLC bought 10 Kodiak Gas Services shares in Q2 2026, an estimated $680.
  • Kodiak Gas Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2015 holding.
  • Rothschild Investment LLC first reported a position in Kodiak Gas Services in Q2 2024 and has held it in 9 quarters since.
  • 146 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

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