Jefferies Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Jefferies Financial Group’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 Q1	$2.49M	Buy	36,900 +9,900	+37%	+$734K	0.02%	551
2025 Q4	$2.08M	Buy	+27,000	New	+$2.24M	0.01%	793
2025 Q2	–	Sell	-94,600	Closed	-$4.5M	–	1280
2025 Q1	$4.5M	Sell	94,600 -276,900	-75%	-$15.9M	0.04%	324
2024 Q4	$21.1M	Buy	371,500 +304,000	+450%	+$16.3M	0.13%	123
2024 Q3	$3.21M	Buy	+67,500	New	+$3.03M	0.02%	437
2024 Q2	–	Sell	-62,500	Closed	-$3.13M	–	1402
2024 Q1	$3.13M	Buy	+62,500	New	+$3.05M	0.03%	436
2023 Q4	–	Sell	-150,000	Closed	-$5.95M	–	1684
2023 Q3	$5.95M	Sell	150,000 -50,000	-25%	-$2.2M	0.05%	293
2023 Q2	$8.83M	Buy	200,000 +75,000	+60%	+$2.98M	0.08%	233
2023 Q1	$5.04M	Buy	125,000 +75,000	+150%	+$2.87M	0.04%	358
2022 Q4	$1.56M	Buy	+50,000	New	+$1.79M	0.01%	741

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jefferies Financial Group's ARKK Position: Q1 2026 in Review

Jefferies Financial Group sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 12,245 shares — an estimated $908K sold.

Jefferies Financial Group first reported a position in ARKK in Q4 2022 and held it in 12 quarters. The position peaked at $14.4M in Q4 2022. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Jefferies Financial Group reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 12,245 ARK Innovation ETF shares in Q1 2026, an estimated $908K.
Jefferies Financial Group first reported a position in ARK Innovation ETF in Q4 2022 and held it in 12 quarters.
Jefferies Financial Group's ARK Innovation ETF position peaked at $14.4M in Q4 2022.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.