West Branch Capital’s Robinhood HOOD Stock Holding History

West Branch Capital’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
2025 Q3	–	Sell	-1,000	Closed	-$93.6K	–	471
2025 Q2	$93.6K	Buy	+1,000	New	+$59.2K	0.03%	116

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

West Branch Capital's HOOD Position: Q3 2025 in Review

West Branch Capital sold out of Robinhood (HOOD) in Q3 2025, closing a stake of 1,000 shares — an estimated $93.6K sold.

West Branch Capital first reported a position in HOOD in Q2 2025 and held it in 1 quarter. The position peaked at $93.6K in Q2 2025. 1,301 funds tracked by Wall St. Rank hold HOOD as of Q3 2025.

West Branch Capital reported no remaining Robinhood position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 1,000 Robinhood shares in Q3 2025, an estimated $93.6K.
West Branch Capital first reported a position in Robinhood in Q2 2025 and held it in 1 quarter.
West Branch Capital's Robinhood position peaked at $93.6K in Q2 2025.
1,301 funds tracked by Wall St. Rank held Robinhood as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.