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Rothschild Investment LLC’s Scansource SCSC Stock Holding History

Rothschild Investment LLC’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44K Sell
66
-18
-21% -$789 ﹤0.01% 2485
2026
Q1 		$3.05K Buy
84
+2
+2% +$76 ﹤0.01% 2333
2025
Q4 		$3.2K Sell
82
-53
-39% -$2.19K ﹤0.01% 2126
2025
Q3 		$5.94K Buy
135
+90
+200% +$3.83K ﹤0.01% 1638
2025
Q2 		$1.88K Buy
45
+30
+200% +$1.12K ﹤0.01% 2124
2025
Q1 		$510 Sell
15
-15
-50% -$612 ﹤0.01% 2605
2024
Q4 		$1.42K Sell
30
-5
-14% -$244 ﹤0.01% 2009
2024
Q3 		$1.68K Buy
35
+25
+250% +$1.18K ﹤0.01% 1819
2024
Q2 		$443 Buy
10
+5
+100% +$224 ﹤0.01% 2095
2024
Q1 		$220 Buy
+5
New +$204 ﹤0.01% 1709

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Scansource (SCSC) stake by 21% in Q2 2026, selling an estimated $789 and leaving 66 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Rothschild Investment LLC first reported a position in SCSC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.94K in Q3 2025. 213 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • Rothschild Investment LLC held 66 shares of Scansource worth $3.44K as of Q2 2026.
  • Rothschild Investment LLC sold 18 Scansource shares in Q2 2026, an estimated $789.
  • Scansource made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2485 holding.
  • Rothschild Investment LLC first reported a position in Scansource in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Scansource position peaked at $5.94K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

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