Rothschild Investment LLC’s Pacific Biosciences PACB Stock Holding History

Rothschild Investment LLC’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543	Sell	323 -496	-61%	-$721	﹤0.01%	3241
2026 Q1	$1.08K	Buy	819 +626	+324%	+$1.12K	﹤0.01%	2829
2025 Q4	$361	Buy	193 +114	+144%	+$219	﹤0.01%	3010
2025 Q3	$101	Hold	79	–	–	﹤0.01%	3065
2025 Q2	$98	Sell	79 -770	-91%	-$889	﹤0.01%	2989
2025 Q1	$1K	Buy	849 +155	+22%	+$238	﹤0.01%	2342
2024 Q4	$1.27K	Buy	694 +310	+81%	+$605	﹤0.01%	2068
2024 Q3	$653	Buy	384 +305	+386%	+$501	﹤0.01%	2392
2024 Q2	$108	Sell	79 -35	-31%	-$71	﹤0.01%	2720
2024 Q1	$428	Buy	114 +35	+44%	+$205	﹤0.01%	1413
2023 Q4	$775	Buy	+79	New	+$646	﹤0.01%	1210

Other funds holding PACB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

BLAM

Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Pacific Biosciences (PACB) stake by 61% in Q2 2026, selling an estimated $721 and leaving 323 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Rothschild Investment LLC first reported a position in PACB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27K in Q4 2024. 71 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

Rothschild Investment LLC held 323 shares of Pacific Biosciences worth $543 as of Q2 2026.
Rothschild Investment LLC sold 496 Pacific Biosciences shares in Q2 2026, an estimated $721.
Pacific Biosciences made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3241 holding.
Rothschild Investment LLC first reported a position in Pacific Biosciences in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Pacific Biosciences position peaked at $1.27K in Q4 2024.
71 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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