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Family Legacy Financial Solutions’s Arm ARM Stock Holding History

Family Legacy Financial Solutions’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-600
Closed -$213K – 52
2026
Q2 		$213K Buy
+600
New +$160K 0.13% 49
2025
Q4 		– Sell
-600
Closed -$84.9K – 58
2025
Q3 		$84.9K Hold
600
– – 0.07% 75
2025
Q2 		$97K Buy
+600
New +$74.5K 0.08% 71

Other funds holding ARM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Family Legacy Financial Solutions's ARM Position: Q3 2026 in Review

Family Legacy Financial Solutions sold out of Arm (ARM) in Q3 2026, closing a stake of 600 shares — an estimated $213K sold.

Family Legacy Financial Solutions first reported a position in ARM in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q2 2026. 31 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Family Legacy Financial Solutions reported no remaining Arm position as of Q3 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 600 Arm shares in Q3 2026, an estimated $213K.
  • Family Legacy Financial Solutions first reported a position in Arm in Q2 2025 and held it in 3 quarters.
  • Family Legacy Financial Solutions's Arm position peaked at $213K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.