Position in HOOD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$473,421
+$236,970 QoQ
Shares Held
4,721
+38.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#171
of 355 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, 2026Everhart Financial Group, Inc. holds $8,204,499 across 6 Capital Markets names. HOOD ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,570 | $3,610,590 | |
| 2 | MS |
Morgan Stanley
|
11,479 | $2,399,570 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,894 | $1,281,999 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
4,721 | $473,421 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,976 | $433,111 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
11,300 | $5,808 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,421 | 4,721 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $236,451 | 3,412 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $252,439 | 2,232 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $250,421 | 1,749 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||