Position in HOOD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$516,241
-$2,523,672 QoQ
Shares Held
5,148
-88.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#830
of 1,380 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. HOOD ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,241 | 5,148 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,039,913 | 43,866 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,076,719 | 44,887 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,549,482 | 45,743 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,277,767 | 45,688 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $499 | 12 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||