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Lakeshore Financial Planning’s Robinhood HOOD Stock Holding History

Lakeshore Financial 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
Q2 		– Sell
-6,150
Closed -$426K – 93
2026
Q1 		$426K Buy
+6,150
New +$540K 0.15% 43

Other funds holding HOOD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lakeshore Financial Planning's HOOD Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Robinhood (HOOD) in Q2 2026, closing a stake of 6,150 shares — an estimated $426K sold.

Lakeshore Financial Planning first reported a position in HOOD in Q1 2026 and held it in 1 quarter. The position peaked at $426K in Q1 2026. 556 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Lakeshore Financial Planning reported no remaining Robinhood position as of Q2 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 6,150 Robinhood shares in Q2 2026, an estimated $426K.
  • Lakeshore Financial Planning first reported a position in Robinhood in Q1 2026 and held it in 1 quarter.
  • Lakeshore Financial Planning's Robinhood position peaked at $426K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.