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Bleichroeder LP’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Bleichroeder LP’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.6K Hold
1,200
– – 0.01% 70
2025
Q4 		$57.2K Hold
1,200
– – 0.01% 64
2025
Q3 		$68.2K Hold
1,200
– – 0.01% 62
2025
Q2 		$60.3K Hold
1,200
– – 0.01% 63
2025
Q1 		$39.9K Hold
1,200
– – 0.01% 68
2024
Q4 		$44.5K Hold
1,200
– – 0.01% 65
2024
Q3 		$35.8K Hold
1,200
– – 0.01% 63
2024
Q2 		$33.4K Hold
1,200
– – 0.01% 63
2024
Q1 		$36.4K Hold
1,200
– – 0.01% 65
2023
Q4 		$33.1K Hold
1,200
– – 0.01% 62
2023
Q3 		$23.2K Hold
1,200
– – 0.01% 59
2023
Q2 		$25.1K Hold
1,200
– – 0.01% 71
2023
Q1 		$22.6K Hold
1,200
– – ﹤0.01% 67
2022
Q4 		$17.1K Hold
1,200
– – ﹤0.01% 70
2022
Q3 		$18K Hold
1,200
– – ﹤0.01% 82
2022
Q2 		$19K Buy
1,200
+600
+100% +$12.2K ﹤0.01% 86
2022
Q1 		$17K Buy
+600
New +$18.5K ﹤0.01% 105

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return