Position in HOOD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$37,905
+$15,036 QoQ
Shares Held
378
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,176
of 1,388 holders
Holding Since
Sep 2024
8 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, 2026Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. HOOD ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
155 | $156,762 | |
| 2 | MS |
Morgan Stanley
|
704 | $147,164 | |
| 3 | SCHW |
Schwab Charles Corp
|
796 | $73,446 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
378 | $37,905 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 6 | NMR |
Nomura Holdings Inc
|
1,411 | $12,388 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
153 | $9,582 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
32 | $9,013 |
All Filings in HOOD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,905 | 378 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,869 | 330 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,310 | 268 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,188 | 141 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,066 | 225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,826 | 140 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,527 | 41 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $421 | 18 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||