PlanVest Financial’s ARK Innovation ETF ARKK Stock Holding History

PlanVest 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	$31.2K	Hold	386	–	–	0.02%	287
2026 Q1	$26.1K	Buy	+386	New	+$28.6K	0.02%	290

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PlanVest Financial's ARKK Position: Q2 2026 in Review

PlanVest Financial held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 386 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #287.

PlanVest Financial first reported a position in ARKK in Q1 2026 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

PlanVest Financial held 386 shares of ARK Innovation ETF worth $31.2K as of Q2 2026.
PlanVest Financial left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #287 holding.
PlanVest Financial first reported a position in ARK Innovation ETF in Q1 2026 and has held it in 2 quarters since.
622 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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