EFS
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Essex Financial Services’s Robinhood HOOD Stock Holding History

Essex 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
Q2 		$201K Sell
2,006
-967
-33% -$81K 0.01% 805
2026
Q1 		$206K Sell
2,973
-338
-10% -$29.7K 0.01% 750
2025
Q4 		$374K Sell
3,311
-545
-14% -$70.9K 0.02% 532
2025
Q3 		$552K Buy
3,856
+454
+13% +$49.5K 0.03% 398
2025
Q2 		$319K Buy
+3,402
New +$201K 0.02% 530

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Financial Services's HOOD Position: Q2 2026 in Review

Essex Financial Services reduced its Robinhood (HOOD) stake by 33% in Q2 2026, selling an estimated $81K and leaving 2,006 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #805.

Essex Financial Services first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q3 2025. 970 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Essex Financial Services held 2,006 shares of Robinhood worth $201K as of Q2 2026.
  • Essex Financial Services sold 967 Robinhood shares in Q2 2026, an estimated $81K.
  • Robinhood made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #805 holding.
  • Essex Financial Services first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Essex Financial Services's Robinhood position peaked at $552K in Q3 2025.
  • 970 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.