Position in HOOD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,408,532
+$721,284 QoQ
Shares Held
14,046
+41.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#614
of 1,387 holders
Holding Since
Dec 2025
3 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, 2026Principle Wealth Partners LLC holds $23,617,407 across 6 Capital Markets names. HOOD ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,213 | $18,420,081 | |
| 2 | MS |
Morgan Stanley
|
12,675 | $2,649,582 | |
| 3 | HOOD |
Robinhood Markets, Inc.
This page
|
14,046 | $1,408,532 | |
| 4 | PJT |
PJT Partners Inc.
|
3,514 | $530,403 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,753 | $438,559 | |
| 6 | ABTC |
American Bitcoin Corp.
|
16,667 | $170,250 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,532 | 14,046 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $687,248 | 9,917 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $370,176 | 3,273 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||