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Seven Hills Financial, LLC’s ARK Innovation ETF ARKK Stock Holding History

Seven Hills Financial, LLC’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Buy
+2,580
New +$211K 0.14% 98

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FFA
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PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Seven Hills Financial, LLC's ARKK Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in ARK Innovation ETF (ARKK) in Q3 2026: 2,580 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #98 among its holdings.

44 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Seven Hills Financial, LLC held 2,580 shares of ARK Innovation ETF worth $230K as of Q3 2026.
  • ARK Innovation ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • ARK Innovation ETF made up 0.14% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #98 holding.
  • 44 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.