Heritage Family Offices’s ARK Genomic Revolution ETF ARKG Stock Holding History

Heritage Family Offices’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	$394K	Buy	+9,371	New	+$298K	0.15%	118

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

Heritage Family Offices's ARKG Position: Q2 2026 in Review

Heritage Family Offices opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 9,371 shares worth $394K. The stake represents 0.15% of the portfolio and ranks #118 among its holdings.

271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Heritage Family Offices held 9,371 shares of ARK Genomic Revolution ETF worth $394K as of Q2 2026.
ARK Genomic Revolution ETF was a new Heritage Family Offices position in Q2 2026.
ARK Genomic Revolution ETF made up 0.15% of Heritage Family Offices's portfolio in Q2 2026, its #118 holding.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.