Position in HOOD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,584,207
+$974,924 QoQ
Shares Held
35,742
-5.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#455
of 1,386 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. HOOD ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
153,522 | $155,267,545 | |
| 2 | MS |
Morgan Stanley
|
280,037 | $58,538,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
327,673 | $30,234,387 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
182,934 | $9,143,041 | |
| 5 | TW |
Tradeweb Markets Inc.
|
77,150 | $7,688,769 | |
| 6 | EVR |
Evercore Inc.
|
21,658 | $7,394,907 | |
| 7 | HOOD |
Robinhood Markets, Inc.
This page
|
35,742 | $3,584,207 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,304 | $1,245,020 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,584,207 | 35,742 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,609,283 | 37,652 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,000,377 | 44,212 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,880,208 | 20,116 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,331,980 | 14,226 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $433,930 | 10,426 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $225,646 | 6,056 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||