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Patriot Financial Group Insurance Agency’s ARK Innovation ETF ARKK Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.89M Sell
23,384
-20,634
-47% -$1.58M 0.19% 133
2026
Q1 		$2.98M Buy
44,018
+21,917
+99% +$1.63M 0.17% 152
2025
Q4 		$1.7M Sell
22,101
-3,135
-12% -$260K 0.2% 133
2025
Q3 		$2.18M Sell
25,236
-770
-3% -$58.9K 0.28% 95
2025
Q2 		$1.83M Sell
26,006
-1,218
-4% -$67.1K 0.21% 125
2025
Q1 		$1.3M Buy
27,224
+291
+1% +$16.7K 0.17% 143
2024
Q4 		$1.53M Sell
26,933
-5,652
-17% -$303K 0.21% 111
2024
Q3 		$1.55M Buy
32,585
+3,534
+12% +$159K 0.21% 115
2024
Q2 		$1.28M Buy
29,051
+401
+1% +$17.9K 0.19% 125
2024
Q1 		$1.43M Buy
28,650
+769
+3% +$37.5K 0.23% 105
2023
Q4 		$1.46M Buy
27,881
+5,291
+23% +$229K 0.28% 83
2023
Q3 		$896K Sell
22,590
-6,734
-23% -$297K 0.19% 146
2023
Q2 		$1.29M Buy
29,324
+5,514
+23% +$219K 0.24% 99
2023
Q1 		$961K Buy
23,810
+2,511
+12% +$96.2K 0.19% 123
2022
Q4 		$665K Buy
21,299
+1,536
+8% +$54.9K 0.09% 158
2022
Q3 		$746K Buy
19,763
+2,389
+14% +$106K 0.18% 141
2022
Q2 		$693K Sell
17,374
-524
-3% -$24.9K 0.14% 155
2022
Q1 		$1.19M Buy
17,898
+1,510
+9% +$107K 0.21% 109
2021
Q4 		$1.55M Buy
16,388
+837
+5% +$91.4K 0.26% 85
2021
Q3 		$1.72M Buy
15,551
+159
+1% +$19.1K 0.3% 63
2021
Q2 		$2.01M Buy
15,392
+981
+7% +$114K 0.37% 57
2021
Q1 		$1.73M Buy
14,411
+3,093
+27% +$419K 0.4% 39
2020
Q4 		$1.41M Buy
11,318
+5,896
+109% +$639K 0.35% 53
2020
Q3 		$499K Buy
5,422
+5,010
+1,216% +$429K 0.16% 131
2020
Q2 		$29K Buy
412
+313
+316% +$18.3K 0.01% 645
2020
Q1 		$4K Sell
99
-31,762
-100% -$1.62M ﹤0.01% 1109
2019
Q4 		$1.59M Buy
31,861
+250
+0.8% +$11.6K 0.6% 28
2019
Q3 		$1.36M Buy
31,611
+30,580
+2,966% +$1.4M 0.61% 27
2019
Q2 		$49K Sell
1,031
-82,286
-99% -$3.75M 0.02% 438
2019
Q1 		$3.89M Buy
83,317
+78,727
+1,715% +$3.47M 2% 9
2018
Q4 		$171K Buy
4,590
+935
+26% +$39.5K 0.11% 141
2018
Q3 		$173K Buy
+3,655
New +$172K 0.1% 135

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

Patriot Financial Group Insurance Agency's ARKK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its ARK Innovation ETF (ARKK) stake by 47% in Q2 2026, selling an estimated $1.58M and leaving 23,384 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #133.

Patriot Financial Group Insurance Agency first reported a position in ARKK in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.89M in Q1 2019. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 23,384 shares of ARK Innovation ETF worth $1.89M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 20,634 ARK Innovation ETF shares in Q2 2026, an estimated $1.58M.
  • ARK Innovation ETF made up 0.19% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #133 holding.
  • Patriot Financial Group Insurance Agency first reported a position in ARK Innovation ETF in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's ARK Innovation ETF position peaked at $3.89M in Q1 2019.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.