Position in HOOD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$130,163
+$36,609 QoQ
Shares Held
1,298
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,102
of 1,380 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $9,861,016 across 28 Capital Markets names. HOOD ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,408 | $3,446,748 | |
| 2 | MS |
Morgan Stanley
|
14,316 | $2,992,616 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,516 | $1,431,660 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,926 | $526,594 | |
| 5 | SF |
Stifel Financial Corp
|
4,456 | $310,894 | |
| 6 | EVR |
Evercore Inc.
|
556 | $189,839 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
3,069 | $153,387 | |
| 8 | HOOD |
Robinhood Markets, Inc.
This page
|
1,298 | $130,163 |
All Filings in HOOD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,163 | 1,298 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $93,554 | 1,350 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $279,016 | 2,467 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $312,991 | 2,186 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $112,542 | 1,202 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $83,156 | 1,998 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $57,901 | 1,554 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $537,207 | 22,938 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $183,701 | 8,089 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $5,394 | 268 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $18 | 1,816 | Shares | Defined | 2024-01-18 | |
| 2022-12-31 | $4 | 383 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||