Sowell Financial Services LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in HOOD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$824,000
+$243,059 QoQ
Shares Held
8,217
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#141
of 405 holders
Holding Since
Sep 2025
4 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, 2026Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. HOOD ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
40,917 | $8,553,289 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,214 | $6,284,653 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
26,868 | $2,338,590 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,600 | $1,254,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
8,217 | $824,000 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,580 | $356,782 | |
| 7 | SF |
Stifel Financial Corp
|
4,928 | $343,826 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
2,482 | $332,910 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,000 | 8,217 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $580,941 | 8,383 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,033,055 | 9,134 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,218,032 | 8,507 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||