BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 2010186
CINCINNATI, OH
Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,192
+$21,204 QoQ
Shares Held
331
+91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,178
of 1,380 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,689,083 across 14 Capital Markets names. HOOD ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,802 | $4,766,530 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,336 | $3,373,930 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,712 | $1,634,286 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,328 | $724,869 | |
| 5 | PIPR |
Piper Sandler Companies
|
744 | $53,820 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
331 | $33,192 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
217 | $29,106 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
320 | $20,041 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,192 | 331 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,988 | 173 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,589 | 129 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,906 | 153 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||