RIL
ML

Rothschild Investment LLC’s MoneyLion Inc. ML Stock Holding History

Rothschild Investment LLC’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30
Closed -$2.6K – 3226
2025
Q1 		$2.6K Buy
30
+10
+50% +$868 ﹤0.01% 1742
2024
Q4 		$1.72K Buy
+20
New +$1.35K ﹤0.01% 1899

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's ML Position: Q2 2025 in Review

Rothschild Investment LLC sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 30 shares — an estimated $2.6K sold.

Rothschild Investment LLC first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $2.6K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Rothschild Investment LLC reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 30 MoneyLion Inc. shares in Q2 2025, an estimated $2.6K.
  • Rothschild Investment LLC first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's MoneyLion Inc. position peaked at $2.6K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.