Position in HOOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,247,982
+$4,991,859 QoQ
Shares Held
142,082
+6.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#262
of 1,380 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $76,860,325 across 15 Capital Markets names. HOOD ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,547 | $32,917,059 | |
| 2 | HOOD |
Robinhood Markets, Inc.
This page
|
142,082 | $14,247,982 | |
| 3 | MS |
Morgan Stanley
|
46,271 | $9,672,489 | |
| 4 | CLSK |
Cleanspark, Inc.
|
391,633 | $5,698,260 | |
| 5 | SCHW |
Schwab Charles Corp
|
37,802 | $3,487,990 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
100,082 | $3,073,518 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
108,867 | $2,976,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,889 | $1,295,938 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,247,982 | 142,082 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,256,123 | 133,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,921,139 | 123,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,133,174 | 126,646 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||