Balboa Wealth Partners’s Robinhood HOOD Stock Holding History

Balboa Wealth Partners’s Portfolio HOOD Stock Details HOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3M	Sell	11,584 -320	-3%	-$34K	0.17%	101
2026 Q2	$1.19M	Sell	11,904 -589	-5%	-$49.3K	0.16%	105
2026 Q1	$866K	Sell	12,493 -528	-4%	-$46.3K	0.15%	120
2025 Q4	$1.47M	Buy	13,021 +429	+3%	+$55.8K	0.24%	68
2025 Q3	$1.8M	Buy	12,592 +2,427	+24%	+$265K	0.31%	56
2025 Q2	$952K	Buy	10,165 +564	+6%	+$33.4K	0.19%	97
2025 Q1	$400K	Buy	+9,601	New	+$456K	0.1%	152

Other funds holding HOOD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Balboa Wealth Partners's HOOD Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Robinhood (HOOD) stake by 2.7% in Q3 2026, selling an estimated $34K and leaving 11,584 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #101.

Balboa Wealth Partners first reported a position in HOOD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 957 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

Balboa Wealth Partners held 11,584 shares of Robinhood worth $1.3M as of Q3 2026.
Balboa Wealth Partners sold 320 Robinhood shares in Q3 2026, an estimated $34K.
Robinhood made up 0.17% of Balboa Wealth Partners's portfolio in Q3 2026, its #101 holding.
Balboa Wealth Partners first reported a position in Robinhood in Q1 2025 and has held it in 7 quarters since.
Balboa Wealth Partners's Robinhood position peaked at $1.8M in Q3 2025.
957 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.