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Rothschild Investment LLC’s NACCO Industries NC Stock Holding History

Rothschild Investment LLC’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400 Hold
8
– – ﹤0.01% 3318
2026
Q1 		$416 Buy
8
+6
+300% +$310 ﹤0.01% 3178
2025
Q4 		$98 Buy
+2
New +$92 ﹤0.01% 3208

Other funds holding NC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Rothschild Investment LLC held its NACCO Industries (NC) position steady in Q2 2026 at 8 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Rothschild Investment LLC first reported a position in NC in Q4 2025 and has held it in 3 quarters since. The position peaked at $416 in Q1 2026. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Rothschild Investment LLC held 8 shares of NACCO Industries worth $400 as of Q2 2026.
  • Rothschild Investment LLC left its NACCO Industries share count unchanged in Q2 2026.
  • NACCO Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3318 holding.
  • Rothschild Investment LLC first reported a position in NACCO Industries in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's NACCO Industries position peaked at $416 in Q1 2026.
  • 91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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