Position in HLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,621
+$1,324 QoQ
Shares Held
27
+68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 514 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. HLI ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,740 | $3,782,523 | |
| 2 | SCHW |
Schwab Charles Corp
|
37,778 | $3,485,776 | |
| 3 | MS |
Morgan Stanley
|
14,730 | $3,079,159 | |
| 4 | EVR |
Evercore Inc.
|
5,821 | $1,987,522 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
32,666 | $1,632,646 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
4,148 | $470,756 | |
| 7 | SF |
Stifel Financial Corp
|
6,497 | $453,295 | |
| 8 | LAZ |
Lazard, Inc.
|
6,693 | $280,704 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621 | 27 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,297 | 16 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,289 | 105 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $66,729 | 325 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $179 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $323 | 2 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $173 | 1 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $158 | 1 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||