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Coordinated Financial Services’s Robinhood HOOD Stock Holding History

Coordinated Financial Services’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 		$204K Buy
+2,950
New +$259K 0.12% 171
2025
Q3 		– Sell
-4,300
Closed -$403K – 161
2025
Q2 		$403K Buy
+4,300
New +$254K 0.28% 98

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

Coordinated Financial Services's HOOD Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in Robinhood (HOOD) in Q1 2026: 2,950 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #171 among its holdings. This is a return to the name: Coordinated Financial Services previously reported a position in HOOD as recently as Q2 2025.

Coordinated Financial Services first reported a position in HOOD in Q2 2025 and has held it in 2 quarters since. The position peaked at $403K in Q2 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Coordinated Financial Services held 2,950 shares of Robinhood worth $204K as of Q1 2026.
  • Robinhood was a new Coordinated Financial Services position in Q1 2026.
  • Robinhood made up 0.12% of Coordinated Financial Services's portfolio in Q1 2026, its #171 holding.
  • Coordinated Financial Services first reported a position in Robinhood in Q2 2025 and has held it in 2 quarters since.
  • Coordinated Financial Services's Robinhood position peaked at $403K in Q2 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.