Root Financial Partners
HOOD icon

Root Financial Partners’s Robinhood HOOD Stock Holding History

Root Financial Partners’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
Q3 		$282K Buy
2,510
+129
+5% +$13.7K 0.01% 335
2026
Q2 		$239K Buy
2,381
+207
+10% +$17.3K 0.01% 343
2026
Q1 		$151K Sell
2,174
-229
-10% -$20.1K 0.01% 416
2025
Q4 		$272K Sell
2,403
-84
-3% -$10.9K 0.01% 244
2025
Q3 		$356K Buy
+2,487
New +$271K 0.02% 188

Other funds holding HOOD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Root Financial Partners's HOOD Position: Q3 2026 in Review

Root Financial Partners increased its Robinhood (HOOD) stake by 5.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 2,510 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #335.

Root Financial Partners first reported a position in HOOD in Q3 2025 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Root Financial Partners held 2,510 shares of Robinhood worth $282K as of Q3 2026.
  • Root Financial Partners bought 129 Robinhood shares in Q3 2026, an estimated $13.7K.
  • Robinhood made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #335 holding.
  • Root Financial Partners first reported a position in Robinhood in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Robinhood position peaked at $356K in Q3 2025.
  • 1,220 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.