Trifecta Capital Advisors
HOOD icon

Trifecta Capital Advisors’s Robinhood HOOD Stock Holding History

Trifecta Capital 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
Q3 		$4.46M Buy
39,646
+286
+0.7% +$30.4K 0.55% 44
2026
Q2 		$3.95M Buy
39,360
+1,775
+5% +$149K 0.51% 47
2026
Q1 		$2.6M Buy
37,585
+1,695
+5% +$149K 0.4% 51
2025
Q4 		$4.06M Buy
35,890
+745
+2% +$96.9K 0.6% 47
2025
Q3 		$5.03M Buy
+35,145
New +$3.83M 0.77% 41

Other funds holding HOOD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Trifecta Capital Advisors's HOOD Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Robinhood (HOOD) stake by 0.73% in Q3 2026, buying an estimated $30.4K and bringing the position to 39,646 shares worth $4.46M. The position accounts for 0.55% of the portfolio, ranked #44.

Trifecta Capital Advisors first reported a position in HOOD in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.03M in Q3 2025. 865 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Trifecta Capital Advisors held 39,646 shares of Robinhood worth $4.46M as of Q3 2026.
  • Trifecta Capital Advisors bought 286 Robinhood shares in Q3 2026, an estimated $30.4K.
  • Robinhood made up 0.55% of Trifecta Capital Advisors's portfolio in Q3 2026, its #44 holding.
  • Trifecta Capital Advisors first reported a position in Robinhood in Q3 2025 and has held it in 5 quarters since.
  • Trifecta Capital Advisors's Robinhood position peaked at $5.03M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.