Position in HOOD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$547,127
-$470,612 QoQ
Shares Held
5,456
-62.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#812
of 1,386 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, 2026Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names. HOOD ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
38,149 | $7,974,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,903 | $2,936,007 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,369 | $1,971,717 | |
| 4 | LAZ |
Lazard, Inc.
|
17,139 | $718,809 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,892 | $587,196 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
5,456 | $547,127 |
All Filings in HOOD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,127 | 5,456 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,017,739 | 14,686 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $431,250 | 3,813 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $544,084 | 3,800 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||