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Oakworth Capital’s ARK Innovation ETF ARKK Stock Holding History

Oakworth Capital’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 		$17.9K Buy
219
+200
+1,053% +$15.3K ﹤0.01% 616
2026
Q1 		$1.28K Hold
19
– – ﹤0.01% 810
2025
Q4 		$1.46K Hold
19
– – ﹤0.01% 812
2025
Q3 		$1.64K Hold
19
– – ﹤0.01% 760
2025
Q2 		$1.34K Hold
19
– – ﹤0.01% 586
2025
Q1 		$904 Hold
19
– – ﹤0.01% 658
2024
Q4 		$1.08K Hold
19
– – ﹤0.01% 598
2024
Q3 		$903 Buy
+19
New +$854 ﹤0.01% 642

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

Oakworth Capital's ARKK Position: Q2 2026 in Review

Oakworth Capital increased its ARK Innovation ETF (ARKK) stake by 1,053% in Q2 2026, buying an estimated $15.3K and bringing the position to 219 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Oakworth Capital first reported a position in ARKK in Q3 2024 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Oakworth Capital held 219 shares of ARK Innovation ETF worth $17.9K as of Q2 2026.
  • Oakworth Capital bought 200 ARK Innovation ETF shares in Q2 2026, an estimated $15.3K.
  • ARK Innovation ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #616 holding.
  • Oakworth Capital first reported a position in ARK Innovation ETF in Q3 2024 and has held it in 8 quarters since.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.