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JBR Co Financial Management’s ARK Innovation ETF ARKK Stock Holding History

JBR Co Financial Management’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
2025
Q4 		– Sell
-3,238
Closed -$279K – 122
2025
Q3 		$279K Buy
+3,238
New +$248K 0.12% 99

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JBR Co Financial Management's ARKK Position: Q4 2025 in Review

JBR Co Financial Management sold out of ARK Innovation ETF (ARKK) in Q4 2025, closing a stake of 3,238 shares — an estimated $279K sold.

JBR Co Financial Management first reported a position in ARKK in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

  • JBR Co Financial Management reported no remaining ARK Innovation ETF position as of Q4 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 3,238 ARK Innovation ETF shares in Q4 2025, an estimated $279K.
  • JBR Co Financial Management first reported a position in ARK Innovation ETF in Q3 2025 and held it in 1 quarter.
  • JBR Co Financial Management's ARK Innovation ETF position peaked at $279K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on JBR Co Financial Management's 13F filing for Q4 2025, filed 6 Jan 2026.