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Commonwealth Financial Services’s ARK Innovation ETF ARKK Stock Holding History

Commonwealth Financial Services’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
Q1 		– Sell
-6,638
Closed -$511K – 280
2025
Q4 		$511K Buy
+6,638
New +$550K 0.08% 120
2025
Q2 		– Sell
-27,314
Closed -$1.3M – 216
2025
Q1 		$1.3M Sell
27,314
-22,772
-45% -$1.3M 0.27% 64
2024
Q4 		$2.84M Buy
+50,086
New +$2.68M 0.56% 40

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Financial Services's ARKK Position: Q1 2026 in Review

Commonwealth Financial Services sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 6,638 shares — an estimated $511K sold.

Commonwealth Financial Services first reported a position in ARKK in Q4 2024 and held it in 3 quarters. The position peaked at $2.84M in Q4 2024. 591 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Commonwealth Financial Services reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 6,638 ARK Innovation ETF shares in Q1 2026, an estimated $511K.
  • Commonwealth Financial Services first reported a position in ARK Innovation ETF in Q4 2024 and held it in 3 quarters.
  • Commonwealth Financial Services's ARK Innovation ETF position peaked at $2.84M in Q4 2024.
  • 591 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Commonwealth Financial Services's 13F filing for Q1 2026, filed 7 May 2026.