Perigon Wealth Management, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in HOOD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$915,155
-$386,299 QoQ
Shares Held
9,126
-51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#692
of 1,380 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. HOOD ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,554 | $13,799,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,160 | $10,275,519 | |
| 3 | MS |
Morgan Stanley
|
44,661 | $9,335,935 | |
| 4 | HUT |
Hut 8 Corp.
|
45,212 | $5,219,499 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
124,858 | $3,418,612 | |
| 6 | CLSK |
Cleanspark, Inc.
|
184,857 | $2,689,669 | |
| 7 | WULF |
Terawulf Inc.
|
49,489 | $1,222,378 | |
| 8 | HOOD |
Robinhood Markets, Inc.
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|
9,126 | $915,155 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,155 | 9,126 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,301,454 | 18,780 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,088,135 | 9,621 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,442,395 | 10,074 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $754,845 | 8,062 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $233,030 | 5,599 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||