RIL
STR

Rothschild Investment LLC’s Sitio Royalties STR Stock Holding History

Rothschild Investment LLC’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-55
Closed -$1.01K – 3242
2025
Q2 		$1.01K Sell
55
-290
-84% -$5.2K ﹤0.01% 2461
2025
Q1 		$6.86K Buy
345
+230
+200% +$4.65K ﹤0.01% 1297
2024
Q4 		$2.21K Buy
115
+20
+21% +$447 ﹤0.01% 1744
2024
Q3 		$1.98K Buy
95
+85
+850% +$1.93K ﹤0.01% 1734
2024
Q2 		$236 Hold
10
– – ﹤0.01% 2428
2024
Q1 		$247 Buy
+10
New +$225 ﹤0.01% 1657

Other funds holding STR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rothschild Investment LLC's STR Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 55 shares — an estimated $1.01K sold.

Rothschild Investment LLC first reported a position in STR in Q1 2024 and held it in 6 quarters. The position peaked at $6.86K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Rothschild Investment LLC reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 55 Sitio Royalties shares in Q3 2025, an estimated $1.01K.
  • Rothschild Investment LLC first reported a position in Sitio Royalties in Q1 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's Sitio Royalties position peaked at $6.86K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.