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Fiduciary Planning’s Robinhood HOOD Stock Holding History

Fiduciary Planning’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
Q3 		$1.13M Hold
10,024
– – 0.29% 37
2026
Q2 		$1.01M Hold
10,024
– – 0.26% 37
2026
Q1 		$695K Buy
10,024
+2,931
+41% +$257K 0.21% 45
2025
Q4 		$802K Sell
7,093
-400
-5% -$52K 0.24% 42
2025
Q3 		$1.07M Sell
7,493
-1,900
-20% -$207K 0.33% 35
2025
Q2 		$879K Buy
9,393
+193
+2% +$11.4K 0.29% 40
2025
Q1 		$383K Hold
9,200
– – 0.13% 56
2024
Q4 		$343K Buy
+9,200
New +$297K 0.11% 59

Other funds holding HOOD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Steadview Capital Management
Steadview Capital Management London, United Kingdom $291M AUM 13.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return

Fiduciary Planning's HOOD Position: Q3 2026 in Review

Fiduciary Planning held its Robinhood (HOOD) position steady in Q3 2026 at 10,024 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #37.

Fiduciary Planning first reported a position in HOOD in Q4 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Fiduciary Planning held 10,024 shares of Robinhood worth $1.13M as of Q3 2026.
  • Fiduciary Planning left its Robinhood share count unchanged in Q3 2026.
  • Robinhood made up 0.29% of Fiduciary Planning's portfolio in Q3 2026, its #37 holding.
  • Fiduciary Planning first reported a position in Robinhood in Q4 2024 and has held it in 8 quarters since.
  • 617 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.