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Keystone Financial Group (Kentucky)’s Arrowhead Research ARWR Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$502K Hold
8,000
– – 0.03% 294
2025
Q4 		$531K Hold
8,000
– – 0.04% 252
2025
Q3 		$276K Buy
+8,000
New +$176K 0.02% 340
2024
Q3 		– Sell
-8,000
Closed -$208K – 374
2024
Q2 		$208K Hold
8,000
– – 0.07% 154
2024
Q1 		$229K Hold
8,000
– – 0.03% 305
2023
Q4 		$245K Hold
8,000
– – 0.04% 244
2023
Q3 		$215K Sell
8,000
-1,500
-16% -$46K 0.04% 273
2023
Q2 		$339K Buy
+9,500
New +$328K 0.06% 201
2022
Q4 		$385K Buy
9,500
+1,750
+23% +$58K 0.08% 179
2022
Q3 		$256K Buy
7,750
+250
+3% +$10.1K 0.05% 226
2022
Q2 		$264K Buy
7,500
+1,500
+25% +$56.4K 0.05% 230
2022
Q1 		$276K Hold
6,000
– – 0.05% 241
2021
Q4 		$398K Hold
6,000
– – 0.07% 191
2021
Q3 		$375K Buy
6,000
+2,200
+58% +$142K 0.07% 192
2021
Q2 		$315K Hold
3,800
– – 0.06% 220
2021
Q1 		$252K Hold
3,800
– – 0.05% 246
2020
Q4 		$292K Buy
+3,800
New +$243K 0.06% 199
2020
Q1 		– Sell
-3,800
Closed -$241K – 206
2019
Q4 		$241K Buy
+3,800
New +$189K 0.06% 214

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ARWR Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its Arrowhead Research (ARWR) position steady in Q1 2026 at 8,000 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #294.

Keystone Financial Group (Kentucky) first reported a position in ARWR in Q4 2019 and has held it in 18 quarters since. The position peaked at $531K in Q4 2025. 436 funds tracked by Wall St. Rank hold ARWR as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 8,000 shares of Arrowhead Research worth $502K as of Q1 2026.
  • Keystone Financial Group (Kentucky) left its Arrowhead Research share count unchanged in Q1 2026.
  • Arrowhead Research made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #294 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Arrowhead Research in Q4 2019 and has held it in 18 quarters since.
  • Keystone Financial Group (Kentucky)'s Arrowhead Research position peaked at $531K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.