Position in HOOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,009,285
-$1,172,414 QoQ
Shares Held
14,564
-24.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. HOOD ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
91,496 | $15,057,496 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,381 | $9,628,212 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,024 | $4,795,235 | |
| 4 | TW |
Tradeweb Markets Inc.
|
17,763 | $2,089,994 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,503 | $1,956,297 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
14,564 | $1,009,285 | |
| 7 | SF |
Stifel Financial Corp
|
6,928 | $512,117 | |
| 8 | EVR |
Evercore Inc.
|
1,513 | $451,645 |
All Filings in HOOD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,009,285 | 14,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,181,699 | 19,290 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,455,618 | 31,119 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,133,234 | 33,464 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $58,309 | 1,401 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,290 | 1,135 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,522 | 492 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,377 | 501 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,455 | 271 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,319 | 496 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,169 | 425 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,487 | 650 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,592 | 267 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $407 | 50 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $13,635 | 1,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411 | 50 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $675 | 50 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $888 | 50 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,205 | 195 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||