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Independent Financial Group’s Arm ARM Stock Holding History

Independent Financial Group’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.98M Sell
8,404
-2,456
-23% -$653K 0.06% 352
2026
Q1 		$1.64M Sell
10,860
-1,444
-12% -$175K 0.04% 457
2025
Q4 		$1.34M Sell
12,304
-10,683
-46% -$1.55M 0.03% 522
2025
Q3 		$3.25M Sell
22,987
-189
-0.8% -$27.5K 0.08% 241
2025
Q2 		$3.75M Buy
23,176
+4,993
+27% +$620K 0.1% 194
2025
Q1 		$1.94M Sell
18,183
-1,737
-9% -$242K 0.07% 288
2024
Q4 		$2.46M Sell
19,920
-141
-0.7% -$19.9K 0.08% 240
2024
Q3 		$2.87M Sell
20,061
-2,115
-10% -$301K 0.11% 194
2024
Q2 		$3.63M Buy
22,176
+19,228
+652% +$2.39M 0.15% 131
2024
Q1 		$368K Sell
2,948
-6,546
-69% -$694K 0.02% 696
2023
Q4 		$713K Buy
+9,494
New +$555K 0.04% 458

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Independent Financial Group's ARM Position: Q2 2026 in Review

Independent Financial Group reduced its Arm (ARM) stake by 23% in Q2 2026, selling an estimated $653K and leaving 8,404 shares worth $2.98M. The position accounts for 0.06% of the portfolio, ranked #352.

Independent Financial Group first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q2 2025. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Independent Financial Group held 8,404 shares of Arm worth $2.98M as of Q2 2026.
  • Independent Financial Group sold 2,456 Arm shares in Q2 2026, an estimated $653K.
  • Arm made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #352 holding.
  • Independent Financial Group first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
  • Independent Financial Group's Arm position peaked at $3.75M in Q2 2025.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.