XML Financial’s Robinhood HOOD Stock Holding History

XML 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	–	Sell	-3,373	Closed	-$381K	–	439
2025 Q4	$381K	Buy	3,373 +1,380	+69%	+$179K	0.03%	296
2025 Q3	$285K	Buy	+1,993	New	+$217K	0.02%	319

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XML Financial's HOOD Position: Q1 2026 in Review

XML Financial sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 3,373 shares — an estimated $381K sold.

XML Financial first reported a position in HOOD in Q3 2025 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

XML Financial reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
XML Financial sold 3,373 Robinhood shares in Q1 2026, an estimated $381K.
XML Financial first reported a position in Robinhood in Q3 2025 and held it in 2 quarters.
XML Financial's Robinhood position peaked at $381K in Q4 2025.
1,273 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.