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Putney Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Putney Financial Group’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
2025
Q3 		– Sell
-100
Closed -$7.03K – 93
2025
Q2 		$7.03K Buy
100
+84
+525% +$4.63K 0.01% 238
2025
Q1 		$761 Hold
16
– – ﹤0.01% 267
2024
Q4 		$908 Buy
+16
New +$857 ﹤0.01% 284

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Putney Financial Group's ARKK Position: Q3 2025 in Review

Putney Financial Group sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 100 shares — an estimated $7.03K sold.

Putney Financial Group first reported a position in ARKK in Q4 2024 and held it in 3 quarters. The position peaked at $7.03K in Q2 2025. 624 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • Putney Financial Group reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 100 ARK Innovation ETF shares in Q3 2025, an estimated $7.03K.
  • Putney Financial Group first reported a position in ARK Innovation ETF in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's ARK Innovation ETF position peaked at $7.03K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.