BFSG, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 1706836 IRVINE, CA

Position in HOOD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$57,661

+$16,081 QoQ

Shares Held

575

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,141

of 1,380 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $782,808 across 6 Capital Markets names. HOOD ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc.	6,325	$316,123
2	BGC	BGC Group, Inc.	24,470	$261,584
3	MS	Morgan Stanley	595	$124,378
4	HOOD	Robinhood Markets, Inc. This page	575	$57,661
5	GS	Goldman Sachs Group Inc	12	$12,136
6	EVR	Evercore Inc.	32	$10,926

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,661	575	-4.2%	Shares	Sole	2026-07-20
2026-03-31	$41,580	600	+20.0%	Shares	Sole	2026-04-29
2025-12-31	$56,550	500	0.0%	Shares	Sole	2026-01-22
2025-09-30	$71,590	500	0.0%	Shares	Sole	2025-10-29
2025-06-30	$46,815	500	0.0%	Shares	Sole	2025-07-15
2025-03-31	$20,810	500	0.0%	Shares	Sole	2025-04-18
2024-12-31	$18,630	500	0.0%	Shares	Sole	2025-01-31
2024-09-30	$11,710	500	0.0%	Shares	Sole	2024-10-16
2024-06-30	$11,355	500	0.0%	Shares	Sole	2024-07-29
2024-03-31	$10,065	500	0.0%	Shares	Sole	2024-04-23
2023-12-31	$6,370	500	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.