BFA
ARKK icon

Bright Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bright Financial Advisors’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
Q2 		$204K Buy
+2,523
New +$193K 0.09% 71
2025
Q4 		– Sell
-2,523
Closed -$218K – 66
2025
Q3 		$218K Buy
+2,523
New +$193K 0.11% 60

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bright Financial Advisors's ARKK Position: Q2 2026 in Review

Bright Financial Advisors opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,523 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings. This is a return to the name: Bright Financial Advisors previously reported a position in ARKK as recently as Q3 2025.

Bright Financial Advisors first reported a position in ARKK in Q3 2025 and has held it in 2 quarters since. The position peaked at $218K in Q3 2025. 637 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Bright Financial Advisors held 2,523 shares of ARK Innovation ETF worth $204K as of Q2 2026.
  • ARK Innovation ETF was a new Bright Financial Advisors position in Q2 2026.
  • ARK Innovation ETF made up 0.09% of Bright Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Bright Financial Advisors first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 2 quarters since.
  • Bright Financial Advisors's ARK Innovation ETF position peaked at $218K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.