RIL
LFT

Rothschild Investment LLC’s Lument Finance Trust LFT Stock Holding History

Rothschild Investment LLC’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50 Buy
54
+39
+260% +$44 ﹤0.01% 3556
2026
Q1 		$19 Buy
15
+11
+275% +$15 ﹤0.01% 3541
2025
Q4 		$6 Buy
+4
New +$6 ﹤0.01% 3398

Other funds holding LFT

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Rothschild Investment LLC increased its Lument Finance Trust (LFT) stake by 260% in Q2 2026, buying an estimated $44 and bringing the position to 54 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Rothschild Investment LLC first reported a position in LFT in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Rothschild Investment LLC held 54 shares of Lument Finance Trust worth $50 as of Q2 2026.
  • Rothschild Investment LLC bought 39 Lument Finance Trust shares in Q2 2026, an estimated $44.
  • Lument Finance Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3556 holding.
  • Rothschild Investment LLC first reported a position in Lument Finance Trust in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

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