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Pacific Sun Financial’s ARK Innovation ETF ARKK Stock Holding History

Pacific Sun Financial’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 		$239K Sell
2,955
-60
-2% -$4.59K 0.1% 192
2026
Q1 		$204K Sell
3,015
-220
-7% -$16.3K 0.1% 197
2025
Q4 		$249K Sell
3,235
-400
-11% -$33.1K 0.12% 174
2025
Q3 		$314K Sell
3,635
-130
-3% -$9.94K 0.15% 159
2025
Q2 		$265K Buy
+3,765
New +$208K 0.14% 161
2025
Q1 		– Sell
-4,199
Closed -$238K – 180
2024
Q4 		$238K Sell
4,199
-747
-15% -$40K 0.13% 162
2024
Q3 		$235K Sell
4,946
-500
-9% -$22.5K 0.13% 165
2024
Q2 		$239K Sell
5,446
-720
-12% -$32.2K 0.14% 158
2024
Q1 		$309K Sell
6,166
-585
-9% -$28.5K 0.18% 144
2023
Q4 		$354K Sell
6,751
-376
-5% -$16.3K 0.22% 122
2023
Q3 		$283K Sell
7,127
-828
-10% -$36.5K 0.2% 134
2023
Q2 		$321K Buy
+7,955
New +$316K 0.21% 126
2022
Q4 		$353K Sell
11,308
-2,565
-18% -$91.7K 0.25% 121
2022
Q3 		$523K Sell
13,873
-260
-2% -$11.6K 0.37% 84
2022
Q2 		$564K Sell
14,133
-1,647
-10% -$78.4K 0.37% 84
2022
Q1 		$1.05M Buy
15,780
+1,592
+11% +$112K 0.57% 57
2021
Q4 		$1.34M Buy
14,188
+1,320
+10% +$144K 0.72% 45
2021
Q3 		$1.42M Buy
+12,868
New +$1.55M 0.82% 41
2020
Q3 		$512K Buy
5,566
+56
+1% +$4.79K 0.43% 77
2020
Q2 		$393K Buy
5,510
+155
+3% +$9.07K 0.35% 89
2020
Q1 		$236K Buy
5,355
+515
+11% +$26.3K 0.27% 111
2019
Q4 		$242K Hold
4,840
– – 0.21% 123
2019
Q3 		$208K Buy
+4,840
New +$222K 0.2% 128

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

Pacific Sun Financial's ARKK Position: Q2 2026 in Review

Pacific Sun Financial reduced its ARK Innovation ETF (ARKK) stake by 2% in Q2 2026, selling an estimated $4.59K and leaving 2,955 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #192.

Pacific Sun Financial first reported a position in ARKK in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.42M in Q3 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Pacific Sun Financial held 2,955 shares of ARK Innovation ETF worth $239K as of Q2 2026.
  • Pacific Sun Financial sold 60 ARK Innovation ETF shares in Q2 2026, an estimated $4.59K.
  • ARK Innovation ETF made up 0.1% of Pacific Sun Financial's portfolio in Q2 2026, its #192 holding.
  • Pacific Sun Financial first reported a position in ARK Innovation ETF in Q3 2019 and has held it in 23 quarters since.
  • Pacific Sun Financial's ARK Innovation ETF position peaked at $1.42M in Q3 2021.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.