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 Q2	$1.27M	Buy	13,384 +2,041	+18%	+$171K	0.6%	60
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sun Financial's HOOD Position: Q2 2026 in Review

Sun Financial increased its Robinhood (HOOD) stake by 18% in Q2 2026, buying an estimated $171K and bringing the position to 13,384 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #60.

Sun Financial first reported a position in HOOD in Q4 2025 and has held it in 3 quarters since. 1,390 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Sun Financial held 13,384 shares of Robinhood worth $1.27M as of Q2 2026.
Sun Financial bought 2,041 Robinhood shares in Q2 2026, an estimated $171K.
Robinhood made up 0.6% of Sun Financial's portfolio in Q2 2026, its #60 holding.
Sun Financial first reported a position in Robinhood in Q4 2025 and has held it in 3 quarters since.
1,390 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

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