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Root Financial Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

Root Financial Partners’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$637 – 3469
2025
Q4 		$637 Buy
+22
New +$660 ﹤0.01% 2176

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's ARKG Position: Q1 2026 in Review

Root Financial Partners sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2026, closing a stake of 22 shares — an estimated $637 sold.

Root Financial Partners first reported a position in ARKG in Q4 2025 and held it in 1 quarter. The position peaked at $637 in Q4 2025. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Root Financial Partners reported no remaining ARK Genomic Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $637.
  • Root Financial Partners first reported a position in ARK Genomic Revolution ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's ARK Genomic Revolution ETF position peaked at $637 in Q4 2025.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.