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BFC Planning, Inc.’s ARK Innovation ETF ARKK Stock Holding History

BFC Planning, Inc.’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
Q3 		$585K Sell
6,653
-73
-1% -$5.97K 0.02% 545
2026
Q2 		$544K Buy
6,726
+2,518
+60% +$193K 0.02% 581
2026
Q1 		$284K Sell
4,208
-415
-9% -$30.8K 0.01% 751
2025
Q4 		$356K Buy
4,623
+405
+10% +$33.5K 0.02% 658
2025
Q3 		$364K Sell
4,218
-48
-1% -$3.67K 0.03% 469
2025
Q2 		$300K Sell
4,266
-1,408
-25% -$77.6K 0.02% 490
2025
Q1 		$270K Sell
5,674
-927
-14% -$53.1K 0.02% 501
2024
Q4 		$375K Buy
6,601
+841
+15% +$45.1K 0.03% 418
2024
Q3 		$274K Buy
+5,760
New +$259K 0.02% 508

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return

BFC Planning, Inc.'s ARKK Position: Q3 2026 in Review

BFC Planning, Inc. reduced its ARK Innovation ETF (ARKK) stake by 1.1% in Q3 2026, selling an estimated $5.97K and leaving 6,653 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #545.

BFC Planning, Inc. first reported a position in ARKK in Q3 2024 and has held it in 9 quarters since. 568 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • BFC Planning, Inc. held 6,653 shares of ARK Innovation ETF worth $585K as of Q3 2026.
  • BFC Planning, Inc. sold 73 ARK Innovation ETF shares in Q3 2026, an estimated $5.97K.
  • ARK Innovation ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #545 holding.
  • BFC Planning, Inc. first reported a position in ARK Innovation ETF in Q3 2024 and has held it in 9 quarters since.
  • 568 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.