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Summit Financial’s Robinhood HOOD Stock Holding History

Summit 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
Q1 		$9.26M Buy
133,566
+10,479
+9% +$920K 0.12% 171
2025
Q4 		$13.9M Sell
123,087
-3,559
-3% -$463K 0.2% 96
2025
Q3 		$18.1M Buy
+126,646
New +$13.8M 0.28% 68

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's HOOD Position: Q1 2026 in Review

Summit Financial increased its Robinhood (HOOD) stake by 8.5% in Q1 2026, buying an estimated $920K and bringing the position to 133,566 shares worth $9.26M. The position accounts for 0.12% of the portfolio, ranked #171.

Summit Financial first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.1M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Summit Financial held 133,566 shares of Robinhood worth $9.26M as of Q1 2026.
  • Summit Financial bought 10,479 Robinhood shares in Q1 2026, an estimated $920K.
  • Robinhood made up 0.12% of Summit Financial's portfolio in Q1 2026, its #171 holding.
  • Summit Financial first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Robinhood position peaked at $18.1M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.