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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
Q1 		$416 Buy
8
+6
+300% +$310 ﹤0.01% 3178
2025
Q4 		$98 Buy
+2
New +$92 ﹤0.01% 3208

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Geode Capital Management
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MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rothschild Investment LLC's NC Position: Q1 2026 in Review

Rothschild Investment LLC increased its NACCO Industries (NC) stake by 300% in Q1 2026, buying an estimated $310 and bringing the position to 8 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Rothschild Investment LLC first reported a position in NC in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Rothschild Investment LLC held 8 shares of NACCO Industries worth $416 as of Q1 2026.
  • Rothschild Investment LLC bought 6 NACCO Industries shares in Q1 2026, an estimated $310.
  • NACCO Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3178 holding.
  • Rothschild Investment LLC first reported a position in NACCO Industries in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.