Roble Belko & Company’s ARK Innovation ETF ARKK Stock Holding History

Roble Belko & Company’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	$1K	Sell	7 -7	-50%	-$535	﹤0.01%	411
2026 Q1	$1K	Hold	14	–	–	﹤0.01%	409
2025 Q4	$1K	Sell	14 -1	-7%	-$83	﹤0.01%	408
2025 Q3	$1K	Hold	15	–	–	﹤0.01%	374
2025 Q2	$1K	Hold	15	–	–	﹤0.01%	353
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	344
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	321
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	301
2024 Q2	$1K	Hold	15	–	–	﹤0.01%	294
2024 Q1	$1K	Hold	15	–	–	﹤0.01%	290
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	293
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	262
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	265
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	269
2022 Q4	$0	Hold	15	–	–	﹤0.01%	315
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	293
2022 Q2	$1K	Sell	15 -50	-77%	-$2.38K	﹤0.01%	295
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	326
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	276
2021 Q3	$7K	Sell	65 -45	-41%	-$5.42K	﹤0.01%	251
2021 Q2	$14K	Hold	110	–	–	﹤0.01%	245
2021 Q1	$13K	Buy	110 +16	+17%	+$2.17K	﹤0.01%	239
2020 Q4	$12K	Buy	94 +49	+109%	+$5.31K	﹤0.01%	228
2020 Q3	$4K	Buy	+45	New	+$3.85K	﹤0.01%	264

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

Roble Belko & Company's ARKK Position: Q2 2026 in Review

Roble Belko & Company reduced its ARK Innovation ETF (ARKK) stake by 50% in Q2 2026, selling an estimated $535 and leaving 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Roble Belko & Company first reported a position in ARKK in Q3 2020 and has held it in 24 quarters since. The position peaked at $14K in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Roble Belko & Company held 7 shares of ARK Innovation ETF worth $1K as of Q2 2026.
Roble Belko & Company sold 7 ARK Innovation ETF shares in Q2 2026, an estimated $535.
ARK Innovation ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #411 holding.
Roble Belko & Company first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 24 quarters since.
Roble Belko & Company's ARK Innovation ETF position peaked at $14K in Q2 2021.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.