BPI
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BFC Planning, Inc.’s Robinhood HOOD Stock Holding History

BFC Planning, 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 		$1.18M Sell
11,815
-3,517
-23% -$294K 0.05% 357
2026
Q1 		$1.06M Buy
15,332
+2,722
+22% +$239K 0.05% 349
2025
Q4 		$1.43M Buy
12,610
+9,779
+345% +$1.27M 0.06% 284
2025
Q3 		$405K Buy
2,831
+400
+16% +$43.6K 0.03% 439
2025
Q2 		$228K Sell
2,431
-487
-17% -$28.8K 0.02% 589
2025
Q1 		$121K Buy
2,918
+1,540
+112% +$73.2K 0.01% 791
2024
Q4 		$51.3K Buy
+1,378
New +$44.5K ﹤0.01% 1096

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.92T AUM 36.1% 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
Index Venture Associates VI
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

BFC Planning, Inc.'s HOOD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Robinhood (HOOD) stake by 23% in Q2 2026, selling an estimated $294K and leaving 11,815 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #357.

BFC Planning, Inc. first reported a position in HOOD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 1,396 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • BFC Planning, Inc. held 11,815 shares of Robinhood worth $1.18M as of Q2 2026.
  • BFC Planning, Inc. sold 3,517 Robinhood shares in Q2 2026, an estimated $294K.
  • Robinhood made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #357 holding.
  • BFC Planning, Inc. first reported a position in Robinhood in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Robinhood position peaked at $1.43M in Q4 2025.
  • 1,396 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.