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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Robinhood HOOD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$9.93K Buy
99
+44
+80% +$3.68K ﹤0.01% 447
2026
Q1 		$3.81K Buy
+55
New +$4.83K ﹤0.01% 441

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HOOD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Robinhood (HOOD) stake by 80% in Q2 2026, buying an estimated $3.68K and bringing the position to 99 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HOOD in Q1 2026 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 99 shares of Robinhood worth $9.93K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 44 Robinhood shares in Q2 2026, an estimated $3.68K.
  • Robinhood made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #447 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Robinhood in Q1 2026 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.