LFG
ARKK icon

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

Larson 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 		$440K Sell
6,509
-30
-0.5% -$2.23K 0.01% 513
2025
Q4 		$503K Buy
6,539
+124
+2% +$10.3K 0.02% 458
2025
Q3 		$554K Sell
6,415
-261
-4% -$20K 0.02% 435
2025
Q2 		$469K Sell
6,676
-220
-3% -$12.1K 0.02% 449
2025
Q1 		$328K Sell
6,896
-21
-0.3% -$1.2K 0.02% 501
2024
Q4 		$393K Sell
6,917
-917
-12% -$49.1K 0.02% 412
2024
Q3 		$372K Sell
7,834
-620
-7% -$27.9K 0.02% 410
2024
Q2 		$372K Buy
8,454
+6,522
+338% +$291K 0.03% 331
2024
Q1 		$96.7K Buy
1,932
+15
+0.8% +$732 0.01% 547
2023
Q4 		$100K Sell
1,917
-857
-31% -$37.1K 0.01% 481
2023
Q3 		$110K Buy
2,774
+629
+29% +$27.7K 0.01% 439
2023
Q2 		$94.7K Sell
2,145
-219
-9% -$8.71K 0.01% 436
2023
Q1 		$95.4K Sell
2,364
-7,533
-76% -$289K 0.01% 443
2022
Q4 		$309K Buy
9,897
+4,657
+89% +$166K 0.04% 242
2022
Q3 		$198K Buy
5,240
+292
+6% +$13K 0.03% 270
2022
Q2 		$197K Sell
4,948
-17
-0.3% -$809 0.03% 190
2022
Q1 		$329K Buy
4,965
+2,160
+77% +$152K 0.05% 146
2021
Q4 		$265K Buy
2,805
+813
+41% +$88.8K 0.04% 171
2021
Q3 		$220K Buy
1,992
+408
+26% +$49.1K 0.04% 138
2021
Q2 		$207K Buy
1,584
+916
+137% +$107K 0.05% 126
2021
Q1 		$80K Buy
668
+633
+1,809% +$85.7K 0.02% 192
2020
Q4 		$4K Buy
+35
New +$3.79K ﹤0.01% 579

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Larson Financial Group reduced its ARK Innovation ETF (ARKK) stake by 0.46% in Q1 2026, selling an estimated $2.23K and leaving 6,509 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #513.

Larson Financial Group first reported a position in ARKK in Q4 2020 and has held it in 22 quarters since. The position peaked at $554K in Q3 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Larson Financial Group held 6,509 shares of ARK Innovation ETF worth $440K as of Q1 2026.
  • Larson Financial Group sold 30 ARK Innovation ETF shares in Q1 2026, an estimated $2.23K.
  • ARK Innovation ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #513 holding.
  • Larson Financial Group first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's ARK Innovation ETF position peaked at $554K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.