LSL
ARKK icon

Legacy Solutions LLC’s ARK Innovation ETF ARKK Stock Holding History

Legacy Solutions LLC’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
Q2 		$287K Buy
3,552
+137
+4% +$10.5K 0.23% 64
2026
Q1 		$231K Buy
3,415
+159
+5% +$11.8K 0.21% 69
2025
Q4 		$250K Buy
3,256
+936
+40% +$77.5K 0.22% 69
2025
Q3 		$200K Buy
+2,320
New +$177K 0.18% 78

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Solutions LLC's ARKK Position: Q2 2026 in Review

Legacy Solutions LLC increased its ARK Innovation ETF (ARKK) stake by 4% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,552 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #64.

Legacy Solutions LLC first reported a position in ARKK in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Legacy Solutions LLC held 3,552 shares of ARK Innovation ETF worth $287K as of Q2 2026.
  • Legacy Solutions LLC bought 137 ARK Innovation ETF shares in Q2 2026, an estimated $10.5K.
  • ARK Innovation ETF made up 0.23% of Legacy Solutions LLC's portfolio in Q2 2026, its #64 holding.
  • Legacy Solutions LLC first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.