Position in HOOD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$40,713
New position
Shares Held
406
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,166
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $474,515 across 10 Capital Markets names. HOOD ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
286 | $289,251 | |
| 2 | MS |
Morgan Stanley
|
314 | $65,638 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
490 | $42,649 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
406 | $40,713 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,026 | $13,656 | |
| 6 | FUTU |
Futu Holdings Ltd
|
90 | $8,436 | |
| 7 | WULF |
Terawulf Inc.
|
192 | $4,742 | |
| 8 | SCHW |
Schwab Charles Corp
|
46 | $4,244 |
All Filings in HOOD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,713 | 406 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||