Position in SIEB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $8,313,039 across 38 Capital Markets names. SIEB ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,049 | $2,579,423 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,221 | $1,430,469 | |
| 3 | MS |
Morgan Stanley
|
7,933 | $1,305,533 | |
| 4 | SF |
Stifel Financial Corp
|
9,067 | $670,232 | |
| 5 | EVR |
Evercore Inc.
|
1,831 | $546,571 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
11,503 | $474,728 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,125 | $350,582 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,634 | $309,916 |
All Filings in SIEB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3 | 2 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||