RIL
SBC

Rothschild Investment LLC’s SBC Medical Group SBC Stock Holding History

Rothschild Investment LLC’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8 Buy
2
+1
+100% +$4 ﹤0.01% 3585
2025
Q4 		$4 Buy
+1
New +$4 ﹤0.01% 3413

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rothschild Investment LLC increased its SBC Medical Group (SBC) stake by 100% in Q1 2026, buying an estimated $4 and bringing the position to 2 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Rothschild Investment LLC first reported a position in SBC in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold SBC as of Q1 2026.

  • Rothschild Investment LLC held 2 shares of SBC Medical Group worth $8 as of Q1 2026.
  • Rothschild Investment LLC bought 1 SBC Medical Group share in Q1 2026, an estimated $4.
  • SBC Medical Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3585 holding.
  • Rothschild Investment LLC first reported a position in SBC Medical Group in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2026.

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