RIL
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Rothschild Investment LLC’s Polaris PII Stock Holding History

Rothschild Investment LLC’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47K Sell
137
-29
-17% -$1.82K ﹤0.01% 1845
2025
Q4 		$10.5K Buy
166
+36
+28% +$2.37K ﹤0.01% 1550
2025
Q3 		$7.56K Buy
130
+10
+8% +$539 ﹤0.01% 1544
2025
Q2 		$4.88K Buy
120
+91
+314% +$3.43K ﹤0.01% 1525
2025
Q1 		$1.19K Buy
+29
New +$1.38K ﹤0.01% 2234
2024
Q4 		– Sell
-10
Closed -$832 – 3034
2024
Q3 		$832 Buy
+10
New +$812 ﹤0.01% 2290
2022
Q2 		– Sell
-2,155
Closed -$227K – 500
2022
Q1 		$227K Sell
2,155
-200
-8% -$22.8K 0.02% 446
2021
Q4 		$259K Hold
2,355
– – 0.02% 430
2021
Q3 		$282K Buy
2,355
+865
+58% +$110K 0.02% 400
2021
Q2 		$204K Buy
+1,490
New +$202K 0.02% 461

Other funds holding PII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return