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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
Q2 		$356K Sell
3,556
-198
-5% -$16.6K ﹤0.01% 395
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
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 $1.88T AUM 44.46% 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
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Phoenix Financial's HOOD Position: Q2 2026 in Review

Phoenix Financial reduced its Robinhood (HOOD) stake by 5.3% in Q2 2026, selling an estimated $16.6K and leaving 3,556 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Phoenix Financial first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $473K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Phoenix Financial held 3,556 shares of Robinhood worth $356K as of Q2 2026.
  • Phoenix Financial sold 198 Robinhood shares in Q2 2026, an estimated $16.6K.
  • Robinhood made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #395 holding.
  • Phoenix Financial first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Robinhood position peaked at $473K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.