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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Financial Advisors's HOOD Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Robinhood (HOOD) stake by 1.9% in Q1 2026, selling an estimated $5.18K and leaving 3,037 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #168.

Capstone Financial Advisors first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Capstone Financial Advisors held 3,037 shares of Robinhood worth $210K as of Q1 2026.
  • Capstone Financial Advisors sold 59 Robinhood shares in Q1 2026, an estimated $5.18K.
  • Robinhood made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #168 holding.
  • Capstone Financial Advisors first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Capstone Financial Advisors's Robinhood position peaked at $350K in Q4 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.