SWM
HOOD icon

SFG Wealth Management’s Robinhood HOOD Stock Holding History

SFG Wealth Management’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 		– Sell
-5,133
Closed -$581K – 112
2025
Q4 		$581K Buy
5,133
+500
+11% +$65K 0.23% 71
2025
Q3 		$663K Buy
+4,633
New +$505K 0.29% 63
2025
Q2 		– Sell
-5,100
Closed -$212K – 102
2025
Q1 		$212K Buy
+5,100
New +$242K 0.1% 113

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFG Wealth Management's HOOD Position: Q1 2026 in Review

SFG Wealth Management sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 5,133 shares — an estimated $581K sold.

SFG Wealth Management first reported a position in HOOD in Q1 2025 and held it in 3 quarters. The position peaked at $663K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • SFG Wealth Management reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 5,133 Robinhood shares in Q1 2026, an estimated $581K.
  • SFG Wealth Management first reported a position in Robinhood in Q1 2025 and held it in 3 quarters.
  • SFG Wealth Management's Robinhood position peaked at $663K in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.