VALLEY NATIONAL ADVISERS INC

Position in HOOD — Robinhood Markets, Inc.

CIK 773411 BETHLEHEM, PA

Position in HOOD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,211

-$5,560 QoQ

Shares Held

-70.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,300

of 1,380 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $5,765,919 across 9 Capital Markets names. HOOD ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	23,901	$2,205,345
2	EVR	Evercore Inc.	5,485	$1,872,798
3	GS	Goldman Sachs Group Inc	888	$898,096
4	MS	Morgan Stanley	2,688	$561,899
5	CRCL	Circle Internet Group, Inc.	3,341	$209,246
6	IREN	IREN Ltd	190	$8,688
7	WULF	Terawulf Inc.	200	$4,940
8	HOOD	Robinhood Markets, Inc. This page	42	$4,211

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,211	42	-70.2%	Shares	Sole	2026-07-29
2026-03-31	$9,771	141	-25.4%	Shares	Sole	2026-04-15
2025-12-31	$21,375	189	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$26,917	188	+113.6%	Shares	Sole	2025-10-17
2025-06-30	$8,239	88	-54.9%	Shares	Sole	2025-07-22
2024-09-30	$4	195	-30.4%	Shares	Sole	2024-10-24
2024-06-30	$6,358	280	-47.7%	Shares	Sole	2024-07-18
2024-03-31	$10,769	535	+8.1%	Shares	Sole	2024-04-19
2023-12-31	$6,306	495	-7.5%	Shares	Sole	2024-01-25
2023-09-30	$5,248	535	+8.1%	Shares	Sole	2023-11-13
2023-06-30	$4,940	495	0.0%	Shares	Sole	2023-07-31
2023-03-31	$4,806	495	0.0%	Shares	Sole	2023-04-26
2022-12-31	$4,029	495	—	Shares	Sole	2023-01-12
No filing history on record for this holder in this stock.