Rothschild Investment LLC’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Buy	1,436 +723	+101%	+$50.8K	﹤0.01%	1030
2026 Q1	$42.9K	Buy	713 +127	+22%	+$7.72K	﹤0.01%	1166
2025 Q4	$38.1K	Buy	586 +91	+18%	+$6.28K	﹤0.01%	1108
2025 Q3	$35.8K	Buy	495 +185	+60%	+$13.8K	﹤0.01%	1090
2025 Q2	$21.1K	Buy	310 +16	+5%	+$931	﹤0.01%	1007
2025 Q1	$16K	Sell	294 -2	-0.7%	-$149	﹤0.01%	1065
2024 Q4	$25.2K	Buy	296 +15	+5%	+$1.23K	﹤0.01%	944
2024 Q3	$18.9K	Sell	281 -47	-14%	-$3.04K	﹤0.01%	1013
2024 Q2	$21.2K	Buy	328 +78	+31%	+$5.46K	﹤0.01%	958
2024 Q1	$21.1K	Hold	250	–	–	﹤0.01%	909
2023 Q4	$19.3K	Buy	+250	New	+$14.1K	﹤0.01%	873
2022 Q3	–	Sell	-26,195	Closed	-$1.61M	–	504
2022 Q2	$1.61M	Sell	26,195 -4,518	-15%	-$413K	0.15%	144
2022 Q1	$4.17M	Buy	30,713 +2,111	+7%	+$256K	0.33%	88
2021 Q4	$4.62M	Sell	28,602 -635	-2%	-$138K	0.36%	76
2021 Q3	$7.01M	Buy	+29,237	New	+$7.51M	0.59%	53

Other funds holding XYZ

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Rothschild Investment LLC increased its Block Inc (XYZ) stake by 101% in Q2 2026, buying an estimated $50.8K and bringing the position to 1,436 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Rothschild Investment LLC first reported a position in XYZ in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.01M in Q3 2021. 504 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Rothschild Investment LLC held 1,436 shares of Block Inc worth $109K as of Q2 2026.
Rothschild Investment LLC bought 723 Block Inc shares in Q2 2026, an estimated $50.8K.
Block Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1030 holding.
Rothschild Investment LLC first reported a position in Block Inc in Q3 2021 and has held it in 15 quarters since.
Rothschild Investment LLC's Block Inc position peaked at $7.01M in Q3 2021.
504 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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