EVERGREEN CAPITAL MANAGEMENT LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1260824
Bellevue, WA
Position in HOOD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,514,273
+$2,898,063 QoQ
Shares Held
84,905
+4.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#35
of 405 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 14%
Shared 86%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $182,731,239 across 19 Capital Markets names. HOOD ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
150,189 | $151,896,648 | |
| 2 | SCHW |
Schwab Charles Corp
|
99,476 | $9,178,650 | |
| 3 | HOOD |
Robinhood Markets, Inc.
This page
|
84,905 | $8,514,273 | |
| 4 | MS |
Morgan Stanley
|
21,183 | $4,428,093 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,672 | $1,538,170 | |
| 6 | NMR |
Nomura Holdings Inc
|
139,680 | $1,226,390 | |
| 7 | SF |
Stifel Financial Corp
|
14,139 | $986,477 | |
| 8 | GOLD |
Gold.com, Inc.
|
19,187 | $798,371 |
All Filings in HOOD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,514,273 | 84,905 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $5,616,210 | 81,042 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $11,189,435 | 98,934 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,886,915 | 90,005 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,396,738 | 89,680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,718,530 | 41,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,231,777 | 33,059 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $774,240 | 33,059 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $750,768 | 33,059 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $665,477 | 33,059 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $418,062 | 32,815 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $321,914 | 32,815 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $327,492 | 32,815 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,190 | 21,132 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $169,539 | 20,828 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,362 | 20,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $171,206 | 20,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,887,357 | 213,720 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,648,147 | 261,720 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||