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Kapstone Financial Advisors’s Arm ARM Stock Holding History

Kapstone Financial Advisors’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
2025
Q4 		– Sell
-1,743
Closed -$247K – 134
2025
Q3 		$247K Hold
1,743
– – 0.12% 99
2025
Q2 		$282K Buy
+1,743
New +$216K 0.14% 83
2025
Q1 		– Sell
-1,743
Closed -$257K – 113
2024
Q4 		$257K Buy
+1,743
New +$246K 0.14% 89

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Kapstone Financial Advisors's ARM Position: Q4 2025 in Review

Kapstone Financial Advisors sold out of Arm (ARM) in Q4 2025, closing a stake of 1,743 shares — an estimated $247K sold.

Kapstone Financial Advisors first reported a position in ARM in Q4 2024 and held it in 3 quarters. The position peaked at $282K in Q2 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

  • Kapstone Financial Advisors reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 1,743 Arm shares in Q4 2025, an estimated $247K.
  • Kapstone Financial Advisors first reported a position in Arm in Q4 2024 and held it in 3 quarters.
  • Kapstone Financial Advisors's Arm position peaked at $282K in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Kapstone Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.