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BFC Planning, Inc.’s ARK Genomic Revolution ETF ARKG Stock Holding History

BFC Planning, Inc.’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 		$14.8K Sell
353
-294
-45% -$9.36K ﹤0.01% 2158
2026
Q1 		$17.1K Hold
647
– – ﹤0.01% 1780
2025
Q4 		$18.7K Hold
647
– – ﹤0.01% 1775
2025
Q3 		$18K Hold
647
– – ﹤0.01% 1626
2025
Q2 		$15.8K Sell
647
-100
-13% -$2.19K ﹤0.01% 1604
2025
Q1 		$15.5K Buy
747
+100
+15% +$2.51K ﹤0.01% 1580
2024
Q4 		$15.2K Buy
+647
New +$15.9K ﹤0.01% 1570

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFC Planning, Inc.'s ARKG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ARK Genomic Revolution ETF (ARKG) stake by 45% in Q2 2026, selling an estimated $9.36K and leaving 353 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

BFC Planning, Inc. first reported a position in ARKG in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q4 2025. 278 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • BFC Planning, Inc. held 353 shares of ARK Genomic Revolution ETF worth $14.8K as of Q2 2026.
  • BFC Planning, Inc. sold 294 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $9.36K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2158 holding.
  • BFC Planning, Inc. first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s ARK Genomic Revolution ETF position peaked at $18.7K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.