FP
ARKK icon

Financial Perspectives’s ARK Innovation ETF ARKK Stock Holding History

Financial Perspectives’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 		$101K Hold
1,252
– – 0.02% 243
2026
Q1 		$84.6K Buy
1,252
+1
+0.1% +$74 0.02% 251
2025
Q4 		$96.2K Sell
1,251
-514
-29% -$42.6K 0.03% 232
2025
Q3 		$152K Hold
1,765
– – 0.04% 191
2025
Q2 		$124K Sell
1,765
-1,582
-47% -$87.2K 0.04% 206
2025
Q1 		$159K Sell
3,347
-218
-6% -$12.5K 0.05% 162
2024
Q4 		$202K Sell
3,565
-2,072
-37% -$111K 0.07% 139
2024
Q3 		$268K Sell
5,637
-53
-0.9% -$2.38K 0.09% 121
2024
Q2 		$250K Hold
5,690
– – 0.09% 122
2024
Q1 		$285K Hold
5,690
– – 0.11% 113
2023
Q4 		$298K Hold
5,690
– – 0.12% 108
2023
Q3 		$226K Sell
5,690
-1
-0% -$44 0.1% 113
2023
Q2 		$251K Buy
5,691
+496
+10% +$19.7K 0.11% 106
2023
Q1 		$210K Buy
5,195
+47
+0.9% +$1.8K 0.1% 116
2022
Q4 		$161K Sell
5,148
-2,816
-35% -$101K 0.08% 138
2022
Q3 		$300K Buy
7,964
+48
+0.6% +$2.14K 0.17% 86
2022
Q2 		$316K Sell
7,916
-83
-1% -$3.95K 0.18% 81
2022
Q1 		$530K Buy
7,999
+56
+0.7% +$3.95K 0.25% 59
2021
Q4 		$751K Sell
7,943
-4,142
-34% -$452K 0.36% 46
2021
Q3 		$1.34M Buy
12,085
+25
+0.2% +$3.01K 0.67% 26
2021
Q2 		$1.58M Buy
12,060
+526
+5% +$61.3K 0.77% 24
2021
Q1 		$1.38M Buy
11,534
+1,303
+13% +$176K 0.74% 24
2020
Q4 		$1.27M Buy
10,231
+9,985
+4,059% +$1.08M 0.72% 24
2020
Q3 		$22.6K Buy
+246
New +$21.1K 0.01% 277

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

Financial Perspectives's ARKK Position: Q2 2026 in Review

Financial Perspectives held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 1,252 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #243.

Financial Perspectives first reported a position in ARKK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Financial Perspectives held 1,252 shares of ARK Innovation ETF worth $101K as of Q2 2026.
  • Financial Perspectives left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #243 holding.
  • Financial Perspectives first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 24 quarters since.
  • Financial Perspectives's ARK Innovation ETF position peaked at $1.58M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.