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
5
+3
+150% +$34 ﹤0.01% 3556
2026
Q1 		$19 Buy
+2
New +$27 ﹤0.01% 3541
2025
Q4 		– Hold
0
– – – 3398

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Geode Capital Management
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BlackRock
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Vanguard Fiduciary Trust
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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 150% in Q2 2026, buying an estimated $34 and bringing the position to 5 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Rothschild Investment LLC first reported a position in LFT in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Rothschild Investment LLC held 5 shares of Lument Finance Trust worth $50 as of Q2 2026.
  • Rothschild Investment LLC bought 3 Lument Finance Trust shares in Q2 2026, an estimated $34.
  • 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 Q1 2026 and has held it in 2 quarters since.
  • 49 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.