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Sun Financial’s Robinhood HOOD Stock Holding History

Sun 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 		$915K Buy
11,343
+1,174
+12% +$103K 0.46% 67
2025
Q4 		$1.15M Buy
+10,169
New +$1.32M 0.64% 53

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's HOOD Position: Q1 2026 in Review

Sun Financial increased its Robinhood (HOOD) stake by 12% in Q1 2026, buying an estimated $103K and bringing the position to 11,343 shares worth $915K. The position accounts for 0.46% of the portfolio, ranked #67.

Sun Financial first reported a position in HOOD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 1,266 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Sun Financial held 11,343 shares of Robinhood worth $915K as of Q1 2026.
  • Sun Financial bought 1,174 Robinhood shares in Q1 2026, an estimated $103K.
  • Robinhood made up 0.46% of Sun Financial's portfolio in Q1 2026, its #67 holding.
  • Sun Financial first reported a position in Robinhood in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Robinhood position peaked at $1.15M in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

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