Rothschild Investment LLC’s Xperi XPER Stock Holding History

Rothschild Investment LLC’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Buy	226 +93	+70%	+$673	﹤0.01%	2791
2026 Q1	$745	Buy	133 +102	+329%	+$591	﹤0.01%	2986
2025 Q4	$182	Buy	+31	New	+$194	﹤0.01%	3131
2025 Q3	–	Sell	-30	Closed	-$237	–	3260
2025 Q2	$237	Sell	30 -140	-82%	-$1.05K	﹤0.01%	2906
2025 Q1	$1.31K	Buy	170 +30	+21%	+$262	﹤0.01%	2177
2024 Q4	$1.44K	Buy	140 +30	+27%	+$280	﹤0.01%	2002
2024 Q3	$1.02K	Buy	110 +85	+340%	+$699	﹤0.01%	2158
2024 Q2	$205	Buy	25 +15	+150%	+$142	﹤0.01%	2481
2024 Q1	$121	Buy	+10	New	+$110	﹤0.01%	2097

Other funds holding XPER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Rothschild Investment LLC increased its Xperi (XPER) stake by 70% in Q2 2026, buying an estimated $673 and bringing the position to 226 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Rothschild Investment LLC first reported a position in XPER in Q1 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

Rothschild Investment LLC held 226 shares of Xperi worth $1.86K as of Q2 2026.
Rothschild Investment LLC bought 93 Xperi shares in Q2 2026, an estimated $673.
Xperi made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2791 holding.
Rothschild Investment LLC first reported a position in Xperi in Q1 2024 and has held it in 9 quarters since.
50 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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