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Capstone Financial Advisors’s Robinhood HOOD Stock Holding History

Capstone Financial Advisors’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
Q2 		$358K Buy
3,569
+532
+18% +$44.5K 0.02% 130
2026
Q1 		$210K Sell
3,037
-59
-2% -$5.18K 0.01% 168
2025
Q4 		$350K Buy
3,096
+696
+29% +$90.5K 0.02% 125
2025
Q3 		$344K Buy
2,400
+120
+5% +$13.1K 0.02% 128
2025
Q2 		$213K Buy
+2,280
New +$135K 0.01% 153

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Capstone Financial Advisors's HOOD Position: Q2 2026 in Review

Capstone Financial Advisors increased its Robinhood (HOOD) stake by 18% in Q2 2026, buying an estimated $44.5K and bringing the position to 3,569 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #130.

Capstone Financial Advisors first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Capstone Financial Advisors held 3,569 shares of Robinhood worth $358K as of Q2 2026.
  • Capstone Financial Advisors bought 532 Robinhood shares in Q2 2026, an estimated $44.5K.
  • Robinhood made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Capstone Financial Advisors first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.