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Exencial Wealth Advisors’s Robinhood HOOD Stock Holding History

Exencial Wealth 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 		$207K Buy
2,989
+885
+42% +$77.7K 0.01% 550
2025
Q4 		$238K Sell
2,104
-155
-7% -$20.2K 0.01% 510
2025
Q3 		$323K Buy
+2,259
New +$246K 0.01% 441

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's HOOD Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Robinhood (HOOD) stake by 42% in Q1 2026, buying an estimated $77.7K and bringing the position to 2,989 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #550.

Exencial Wealth Advisors first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q3 2025. 1,270 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Exencial Wealth Advisors held 2,989 shares of Robinhood worth $207K as of Q1 2026.
  • Exencial Wealth Advisors bought 885 Robinhood shares in Q1 2026, an estimated $77.7K.
  • Robinhood made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #550 holding.
  • Exencial Wealth Advisors first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • Exencial Wealth Advisors's Robinhood position peaked at $323K in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.