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Phoenix Financial’s Robinhood HOOD Stock Holding History

Phoenix Financial’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
Q1 		$260K Buy
3,754
+230
+7% +$20.2K ﹤0.01% 414
2025
Q4 		$398K Buy
3,524
+225
+7% +$29.3K ﹤0.01% 327
2025
Q3 		$473K Buy
3,299
+917
+38% +$100K 0.01% 305
2025
Q2 		$223K Buy
+2,382
New +$141K ﹤0.01% 387

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's HOOD Position: Q1 2026 in Review

Phoenix Financial increased its Robinhood (HOOD) stake by 6.5% in Q1 2026, buying an estimated $20.2K and bringing the position to 3,754 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Phoenix Financial first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $473K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Phoenix Financial held 3,754 shares of Robinhood worth $260K as of Q1 2026.
  • Phoenix Financial bought 230 Robinhood shares in Q1 2026, an estimated $20.2K.
  • Robinhood made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #414 holding.
  • Phoenix Financial first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Robinhood position peaked at $473K in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.