Position in HOOD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$117,928
-$16,236 QoQ
Shares Held
1,176
-39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,110
of 1,380 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. HOOD ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
This page
|
1,176 | $117,928 |
All Filings in HOOD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,928 | 1,176 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $134,164 | 1,936 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $150,196 | 1,328 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $182,696 | 1,276 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $110,108 | 1,176 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $48,944 | 1,176 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $43,817 | 1,176 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $27,541 | 1,176 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,395 | 766 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,419 | 766 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $9,758 | 766 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,514 | 766 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,644 | 766 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,437 | 766 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,235 | 766 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,736 | 766 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,296 | 766 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,348 | 766 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,776 | 100 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $25,248 | 600 | Shares | Sole | 2021-11-30 | |
| No filing history on record for this holder in this stock. | ||||||