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Rothschild Investment LLC’s Precigen PGEN Stock Holding History

Rothschild Investment LLC’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17K Buy
380
+279
+276% +$1.21K ﹤0.01% 2724
2026
Q1 		$391 Buy
101
+65
+181% +$267 ﹤0.01% 3190
2025
Q4 		$150 Buy
+36
New +$139 ﹤0.01% 3155
2025
Q3 		– Sell
-165
Closed -$234 – 3221
2025
Q2 		$234 Buy
+165
New +$234 ﹤0.01% 2909

Other funds holding PGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAP
Persistent Asset Partners Hong Kong $335M AUM 275.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

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

Rothschild Investment LLC increased its Precigen (PGEN) stake by 276% in Q2 2026, buying an estimated $1.21K and bringing the position to 380 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Rothschild Investment LLC first reported a position in PGEN in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Rothschild Investment LLC held 380 shares of Precigen worth $2.17K as of Q2 2026.
  • Rothschild Investment LLC bought 279 Precigen shares in Q2 2026, an estimated $1.21K.
  • Precigen made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2724 holding.
  • Rothschild Investment LLC first reported a position in Precigen in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

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