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SOA Wealth Advisors’s Robinhood HOOD Stock Holding History

SOA Wealth Advisors’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 		$43.4K Sell
433
-185
-30% -$15.5K 0.01% 416
2026
Q1 		$42.8K Sell
618
-350
-36% -$30.7K 0.01% 400
2025
Q4 		$109K Buy
968
+100
+12% +$13K 0.02% 274
2025
Q3 		$124K Buy
868
+619
+249% +$67.5K 0.02% 267
2025
Q2 		$23.3K Buy
+249
New +$14.7K ﹤0.01% 481

Other funds holding HOOD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SOA Wealth Advisors's HOOD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Robinhood (HOOD) stake by 30% in Q2 2026, selling an estimated $15.5K and leaving 433 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #416.

SOA Wealth Advisors first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $124K in Q3 2025. 247 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • SOA Wealth Advisors held 433 shares of Robinhood worth $43.4K as of Q2 2026.
  • SOA Wealth Advisors sold 185 Robinhood shares in Q2 2026, an estimated $15.5K.
  • Robinhood made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • SOA Wealth Advisors first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's Robinhood position peaked at $124K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.