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Sandy Spring Bank’s ARK Innovation ETF ARKK Stock Holding History

Sandy Spring Bank’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
Q1 		$62.3K Sell
1,310
-921
-41% -$52.8K ﹤0.01% 535
2024
Q4 		$127K Buy
2,231
+361
+19% +$19.3K 0.01% 423
2024
Q3 		$88.9K Hold
1,870
– – ﹤0.01% 479
2024
Q2 		$82.2K Sell
1,870
-1,000
-35% -$44.7K ﹤0.01% 488
2024
Q1 		$144K Buy
2,870
+1,200
+72% +$58.5K 0.01% 407
2023
Q4 		$87.5K Hold
1,670
– – ﹤0.01% 463
2023
Q3 		$66.3K Sell
1,670
-142
-8% -$6.26K ﹤0.01% 501
2023
Q2 		$80K Buy
1,812
+42
+2% +$1.67K ﹤0.01% 457
2023
Q1 		$71.4K Hold
1,770
– – ﹤0.01% 475
2022
Q4 		$55.3K Buy
1,770
+985
+125% +$35.2K ﹤0.01% 514
2022
Q3 		$29K Hold
785
– – ﹤0.01% 603
2022
Q2 		$31K Sell
785
-13
-2% -$619 ﹤0.01% 610
2022
Q1 		$53K Sell
798
-240
-23% -$16.9K ﹤0.01% 528
2021
Q4 		$99K Buy
1,038
+18
+2% +$1.97K ﹤0.01% 444
2021
Q3 		$113K Buy
1,020
+100
+11% +$12K 0.01% 401
2021
Q2 		$121K Buy
920
+75
+9% +$8.74K 0.01% 394
2021
Q1 		$101K Buy
845
+835
+8,350% +$113K 0.01% 399
2020
Q4 		$1K Buy
+10
New +$1.08K ﹤0.01% 916
2019
Q4 		– Sell
-568
Closed -$24K – 833
2019
Q3 		$24K Buy
+568
New +$26.1K ﹤0.01% 586

Other funds holding ARKK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sandy Spring Bank's ARKK Position: Q1 2025 in Review

Sandy Spring Bank reduced its ARK Innovation ETF (ARKK) stake by 41% in Q1 2025, selling an estimated $52.8K and leaving 1,310 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Sandy Spring Bank first reported a position in ARKK in Q3 2019 and has held it in 19 quarters since. The position peaked at $144K in Q1 2024. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

  • Sandy Spring Bank held 1,310 shares of ARK Innovation ETF worth $62.3K as of Q1 2025.
  • Sandy Spring Bank sold 921 ARK Innovation ETF shares in Q1 2025, an estimated $52.8K.
  • ARK Innovation ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #535 holding.
  • Sandy Spring Bank first reported a position in ARK Innovation ETF in Q3 2019 and has held it in 19 quarters since.
  • Sandy Spring Bank's ARK Innovation ETF position peaked at $144K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.