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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
Q2 		$14.2M Buy
142,082
+8,516
+6% +$713K 0.16% 120
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Summit Financial's HOOD Position: Q2 2026 in Review

Summit Financial increased its Robinhood (HOOD) stake by 6.4% in Q2 2026, buying an estimated $713K and bringing the position to 142,082 shares worth $14.2M. The position accounts for 0.16% of the portfolio, ranked #120.

Summit Financial first reported a position in HOOD in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.1M in Q3 2025. 1,387 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Summit Financial held 142,082 shares of Robinhood worth $14.2M as of Q2 2026.
  • Summit Financial bought 8,516 Robinhood shares in Q2 2026, an estimated $713K.
  • Robinhood made up 0.16% of Summit Financial's portfolio in Q2 2026, its #120 holding.
  • Summit Financial first reported a position in Robinhood in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Robinhood position peaked at $18.1M in Q3 2025.
  • 1,387 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.