SAG
ARKK icon

SageView Advisory Group’s ARK Innovation ETF ARKK Stock Holding History

SageView Advisory 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
Q4 		$216K Hold
2,811
– – 0.01% 576
2025
Q3 		$243K Buy
+2,811
New +$215K 0.01% 576
2024
Q1 		– Sell
-10,828
Closed -$507K – 529
2023
Q4 		$507K Buy
10,828
+642
+6% +$27.8K 0.02% 394
2023
Q3 		$404K Sell
10,186
-608
-6% -$26.8K 0.02% 361
2023
Q2 		$476K Buy
+10,794
New +$429K 0.03% 360

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's ARKK Position: Q4 2025 in Review

SageView Advisory Group held its ARK Innovation ETF (ARKK) position steady in Q4 2025 at 2,811 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #576.

SageView Advisory Group first reported a position in ARKK in Q2 2023 and has held it in 5 quarters since. The position peaked at $507K in Q4 2023. 629 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

  • SageView Advisory Group held 2,811 shares of ARK Innovation ETF worth $216K as of Q4 2025.
  • SageView Advisory Group left its ARK Innovation ETF share count unchanged in Q4 2025.
  • ARK Innovation ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #576 holding.
  • SageView Advisory Group first reported a position in ARK Innovation ETF in Q2 2023 and has held it in 5 quarters since.
  • SageView Advisory Group's ARK Innovation ETF position peaked at $507K in Q4 2023.
  • 629 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.