JFS Wealth Advisors’s Robinhood HOOD Stock Holding History

JFS 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 Q2	$59.5K	Sell	593 -51	-8%	-$4.27K	﹤0.01%	515
2026 Q1	$44.6K	Buy	644 +6	+0.9%	+$527	﹤0.01%	550
2025 Q4	$72.2K	Buy	638 +170	+36%	+$22.1K	﹤0.01%	457
2025 Q3	$67K	Hold	468	–	–	﹤0.01%	459
2025 Q2	$43.8K	Buy	468 +32	+7%	+$1.89K	﹤0.01%	485
2025 Q1	$18.1K	Buy	436 +92	+27%	+$4.37K	﹤0.01%	688
2024 Q4	$12.8K	Hold	344	–	–	﹤0.01%	780
2024 Q3	$8.06K	Buy	344 +59	+21%	+$1.24K	﹤0.01%	933
2024 Q2	$6.47K	Buy	285 +143	+101%	+$2.8K	﹤0.01%	954
2024 Q1	$2.86K	Buy	142 +48	+51%	+$673	﹤0.01%	1308
2023 Q4	$1.2K	Sell	94 -21	-18%	-$209	﹤0.01%	1603
2023 Q3	$1.13K	Buy	115 +32	+39%	+$355	﹤0.01%	1565
2023 Q2	$829	Buy	83 +43	+108%	+$401	﹤0.01%	1656
2023 Q1	$389	Buy	40 +21	+111%	+$200	﹤0.01%	1748
2022 Q4	$155	Buy	+19	New	+$186	﹤0.01%	1850

Other funds holding HOOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

JFS Wealth Advisors's HOOD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Robinhood (HOOD) stake by 7.9% in Q2 2026, selling an estimated $4.27K and leaving 593 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

JFS Wealth Advisors first reported a position in HOOD in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.2K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

JFS Wealth Advisors held 593 shares of Robinhood worth $59.5K as of Q2 2026.
JFS Wealth Advisors sold 51 Robinhood shares in Q2 2026, an estimated $4.27K.
Robinhood made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #515 holding.
JFS Wealth Advisors first reported a position in Robinhood in Q4 2022 and has held it in 15 quarters since.
JFS Wealth Advisors's Robinhood position peaked at $72.2K in Q4 2025.
1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.