Position in HOOD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$531,082
+$317,361 QoQ
Shares Held
5,296
+71.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#826
of 1,386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $58,790,816 across 11 Capital Markets names. HOOD ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,297 | $17,493,666 | |
| 2 | SF |
Stifel Financial Corp
|
192,044 | $13,398,909 | |
| 3 | SCHW |
Schwab Charles Corp
|
114,586 | $10,572,850 | |
| 4 | LAZ |
Lazard, Inc.
|
202,261 | $8,482,825 | |
| 5 | MS |
Morgan Stanley
|
18,879 | $3,946,466 | |
| 6 | PJT |
PJT Partners Inc.
|
14,257 | $2,151,951 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,546 | $1,402,635 | |
| 8 | HOOD |
Robinhood Markets, Inc.
This page
|
5,296 | $531,082 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,082 | 5,296 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $213,721 | 3,084 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $256,737 | 2,270 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||