Robertson Stephens Wealth Management, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1767307
San Francisco, CA
Position in HOOD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$474,023
+$143,324 QoQ
Shares Held
4,727
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#856
of 1,387 holders
Holding Since
Mar 2026
2 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, 2026Robertson Stephens Wealth Management, LLC holds $24,478,539 across 8 Capital Markets names. HOOD ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,320,518 | $14,116,337 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,998 | $4,646,340 | |
| 3 | LAZ |
Lazard, Inc.
|
38,846 | $1,629,201 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,101 | $1,113,518 | |
| 5 | MS |
Morgan Stanley
|
4,802 | $1,003,810 | |
| 6 | SCHW |
Schwab Charles Corp
|
9,149 | $844,178 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,001 | $651,132 | |
| 8 | HOOD |
Robinhood Markets, Inc.
This page
|
4,727 | $474,023 |
All Filings in HOOD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,023 | 4,727 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $330,699 | 4,772 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||