SFG
ARKK icon

Sovereign Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Sovereign Financial 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
2026
Q2 		$434K Buy
5,375
+50
+0.9% +$3.82K 0.07% 246
2026
Q1 		$360K Hold
5,325
– – 0.06% 256
2025
Q4 		$410K Sell
5,325
-513
-9% -$42.5K 0.07% 218
2025
Q3 		$504K Sell
5,838
-857
-13% -$65.5K 0.09% 187
2025
Q2 		$471K Sell
6,695
-106
-2% -$5.84K 0.1% 180
2025
Q1 		$324K Hold
6,801
– – 0.07% 218
2024
Q4 		$386K Sell
6,801
-400
-6% -$21.4K 0.09% 204
2024
Q3 		$342K Sell
7,201
-1,825
-20% -$82K 0.08% 209
2024
Q2 		$397K Sell
9,026
-1,782
-16% -$79.6K 0.1% 182
2024
Q1 		$541K Sell
10,808
-232
-2% -$11.3K 0.14% 141
2023
Q4 		$578K Buy
11,040
+378
+4% +$16.4K 0.18% 113
2023
Q3 		$423K Sell
10,662
-454
-4% -$20K 0.15% 139
2023
Q2 		$491K Buy
11,116
+1,006
+10% +$40K 0.16% 136
2023
Q1 		$408K Sell
10,110
-184
-2% -$7.05K 0.15% 142
2022
Q4 		$322K Sell
10,294
-5,471
-35% -$196K 0.13% 161
2022
Q3 		$595K Sell
15,765
-6,580
-29% -$293K 0.24% 97
2022
Q2 		$891K Buy
22,345
+10,701
+92% +$509K 0.35% 75
2022
Q1 		$772K Sell
11,644
-64
-0.5% -$4.52K 0.29% 89
2021
Q4 		$1.11M Buy
11,708
+550
+5% +$60K 0.44% 56
2021
Q3 		$1.23M Buy
11,158
+3
+0% +$361 0.71% 36
2021
Q2 		$1.34M Hold
11,155
– – 0.81% 33
2021
Q1 		$1.34M Buy
11,155
+77
+0.7% +$10.4K 0.84% 31
2020
Q4 		$1.38M Buy
+11,078
New +$1.2M 0.99% 28

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sovereign Financial Group's ARKK Position: Q2 2026 in Review

Sovereign Financial Group increased its ARK Innovation ETF (ARKK) stake by 0.94% in Q2 2026, buying an estimated $3.82K and bringing the position to 5,375 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #246.

Sovereign Financial Group first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.38M in Q4 2020. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Sovereign Financial Group held 5,375 shares of ARK Innovation ETF worth $434K as of Q2 2026.
  • Sovereign Financial Group bought 50 ARK Innovation ETF shares in Q2 2026, an estimated $3.82K.
  • ARK Innovation ETF made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #246 holding.
  • Sovereign Financial Group first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's ARK Innovation ETF position peaked at $1.38M in Q4 2020.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.