FLAGSHIP HARBOR ADVISORS, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 1691766 BOSTON, MA

Position in HOOD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$523,160

+$167,461 QoQ

Shares Held

5,217

+65.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#830

of 1,386 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $4,357,037 across 5 Capital Markets names. HOOD ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,819	$1,839,682
2	MS	Morgan Stanley	4,772	$997,538
3	EVR	Evercore Inc.	2,325	$793,848
4	HOOD	Robinhood Markets, Inc. This page	5,217	$523,160
5	SCHW	Schwab Charles Corp	2,198	$202,809

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$523,160	5,217	+65.9%	Shares	Sole	2026-07-22
2025-12-31	$355,699	3,145	-26.6%	Shares	Sole	2026-01-21
2025-09-30	$613,669	4,286	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.