Family Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Family Management’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.1K	Hold	1,095	–	–	﹤0.01%	302
2026 Q1	$28.9K	Hold	1,095	–	–	﹤0.01%	284
2025 Q4	$31.7K	Hold	1,095	–	–	﹤0.01%	263
2025 Q3	$30.4K	Hold	1,095	–	–	﹤0.01%	242
2025 Q2	$26.7K	Hold	1,095	–	–	﹤0.01%	212
2025 Q1	$22.7K	Hold	1,095	–	–	﹤0.01%	198
2024 Q4	$25.8K	Sell	1,095 -780	-42%	-$19.2K	﹤0.01%	181
2024 Q3	$48K	Sell	1,875 -391	-17%	-$9.96K	0.01%	173
2024 Q2	$53.2K	Hold	2,266	–	–	0.01%	155
2024 Q1	$65.2K	Hold	2,266	–	–	0.01%	157
2023 Q4	$74.3K	Buy	2,266 +780	+52%	+$21.2K	0.02%	149
2023 Q3	$41.4K	Hold	1,486	–	–	0.01%	143
2023 Q2	$50.7K	Hold	1,486	–	–	0.01%	149
2023 Q1	$44.7K	Sell	1,486 -236	-14%	-$7.31K	0.01%	135
2022 Q4	$48.6K	Sell	1,722 -623	-27%	-$19.8K	0.01%	153
2022 Q3	$77K	Hold	2,345	–	–	0.02%	143
2022 Q2	$74K	Hold	2,345	–	–	0.02%	155
2022 Q1	$108K	Sell	2,345 -6	-0.3%	-$286	0.03%	158
2021 Q4	$144K	Buy	+2,351	New	+$163K	0.04%	166

Other funds holding ARKG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Family Management's ARKG Position: Q2 2026 in Review

Family Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 1,095 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Family Management first reported a position in ARKG in Q4 2021 and has held it in 19 quarters since. The position peaked at $144K in Q4 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Family Management held 1,095 shares of ARK Genomic Revolution ETF worth $46.1K as of Q2 2026.
Family Management left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #302 holding.
Family Management first reported a position in ARK Genomic Revolution ETF in Q4 2021 and has held it in 19 quarters since.
Family Management's ARK Genomic Revolution ETF position peaked at $144K in Q4 2021.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.