RFG Advisory’s Arm ARM Stock Holding History

RFG Advisory’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Sell	666 -5,500	-89%	-$1.46M	﹤0.01%	1023
2026 Q1	$933K	Sell	6,166 -864	-12%	-$105K	0.02%	559
2025 Q4	$768K	Sell	7,030 -750	-10%	-$109K	0.01%	589
2025 Q3	$1.1M	Sell	7,780 -550	-7%	-$80.1K	0.02%	470
2025 Q2	$1.35M	Sell	8,330 -165	-2%	-$20.5K	0.03%	379
2025 Q1	$907K	Buy	+8,495	New	+$1.18M	0.02%	423
2024 Q4	–	Sell	-1,647	Closed	-$236K	–	762
2024 Q3	$236K	Buy	+1,647	New	+$234K	0.01%	676

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RFG Advisory's ARM Position: Q2 2026 in Review

RFG Advisory reduced its Arm (ARM) stake by 89% in Q2 2026, selling an estimated $1.46M and leaving 666 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

RFG Advisory first reported a position in ARM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2025. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

RFG Advisory held 666 shares of Arm worth $236K as of Q2 2026.
RFG Advisory sold 5,500 Arm shares in Q2 2026, an estimated $1.46M.
Arm made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1023 holding.
RFG Advisory first reported a position in Arm in Q3 2024 and has held it in 7 quarters since.
RFG Advisory's Arm position peaked at $1.35M in Q2 2025.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.