Position in HOOD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,261,082
+$2,438,287 QoQ
Shares Held
62,436
+13.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#63
of 527 holders
Holding Since
Mar 2022
9 quarters on record
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,649,141 across 20 Capital Markets names. HOOD ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,696 | $84,647,623 | |
| 2 | SCHW |
Schwab Charles Corp
|
385,528 | $35,572,668 | |
| 3 | MS |
Morgan Stanley
|
128,608 | $26,884,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
62,436 | $6,261,082 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,403 | $3,603,717 | |
| 6 | IREN |
IREN Ltd
|
63,631 | $2,909,845 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
23,882 | $1,495,729 | |
| 8 | WULF |
Terawulf Inc.
|
34,902 | $862,079 |
All Filings in HOOD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,261,082 | 62,436 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,822,795 | 55,163 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,979,348 | 79,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,138,401 | 77,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,877,029 | 73,449 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,431,482 | 58,421 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $694,116 | 18,629 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,072 | 8,799 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $276,022 | 20,431 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||