Position in HOOD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$198,855
+$98,163 QoQ
Shares Held
1,983
+36.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,079
of 1,380 holders
Holding Since
Dec 2024
7 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, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. HOOD ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,855 | 1,983 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $100,692 | 1,453 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $372,099 | 3,290 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $356,231 | 2,488 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $116,194 | 1,241 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,973 | 576 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,514 | 148 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||