Shepherd Financial Partners
HOOD icon

Shepherd Financial Partners’s Robinhood HOOD Stock Holding History

Shepherd 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 		$251K Hold
2,227
– – 0.02% 231
2026
Q2 		$223K Buy
+2,227
New +$186K 0.02% 241
2026
Q1 		– Sell
-2,200
Closed -$249K – 243
2025
Q4 		$249K Hold
2,200
– – 0.02% 216
2025
Q3 		$315K Hold
2,200
– – 0.03% 199
2025
Q2 		$206K Buy
+2,200
New +$130K 0.02% 234

Other funds holding HOOD

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Shepherd Financial Partners held its Robinhood (HOOD) position steady in Q3 2026 at 2,227 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #231.

Shepherd Financial Partners first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $315K in Q3 2025. 898 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Shepherd Financial Partners held 2,227 shares of Robinhood worth $251K as of Q3 2026.
  • Shepherd Financial Partners left its Robinhood share count unchanged in Q3 2026.
  • Robinhood made up 0.02% of Shepherd Financial Partners's portfolio in Q3 2026, its #231 holding.
  • Shepherd Financial Partners first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Robinhood position peaked at $315K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.