Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$608,799
+$124,323 QoQ
Shares Held
6,071
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#784
of 1,380 holders
Holding Since
Dec 2024
7 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, 2026Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. HOOD ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,088,168 | $227,470,637 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,984 | $5,040,668 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,285 | $1,502,616 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
6,071 | $608,799 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
11,963 | $597,910 | |
| 6 | EVR |
Evercore Inc.
|
720 | $245,836 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,799 | 6,071 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $484,476 | 6,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $790,682 | 6,991 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,000,971 | 6,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $654,567 | 6,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,965 | 6,991 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,306 | 6,691 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||