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Steward Partners Investment Advisory’s ARK Genomic Revolution ETF ARKG Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$254K Sell
6,027
-2,172
-26% -$69.2K ﹤0.01% 2097
2026
Q1 		$217K Sell
8,199
-577
-7% -$16.9K ﹤0.01% 1972
2025
Q4 		$254K Sell
8,776
-908
-9% -$27.3K ﹤0.01% 1796
2025
Q3 		$269K Sell
9,684
-1,344
-12% -$34K ﹤0.01% 1706
2025
Q2 		$269K Buy
11,028
+30
+0.3% +$657 ﹤0.01% 1608
2025
Q1 		$228K Sell
10,998
-721
-6% -$18.1K ﹤0.01% 1580
2024
Q4 		$276K Sell
11,719
-2,957
-20% -$72.8K ﹤0.01% 1453
2024
Q3 		$376K Sell
14,676
-755
-5% -$19.2K ﹤0.01% 1232
2024
Q2 		$362K Sell
15,431
-190
-1% -$4.79K ﹤0.01% 1196
2024
Q1 		$449K Buy
15,621
+273
+2% +$8.21K 0.01% 1098
2023
Q4 		$504K Sell
15,348
-466
-3% -$12.7K 0.01% 1003
2023
Q3 		$441K Sell
15,814
-327
-2% -$10.7K 0.01% 968
2023
Q2 		$550K Sell
16,141
-216
-1% -$6.79K 0.01% 904
2023
Q1 		$492K Buy
16,357
+1,310
+9% +$40.6K 0.01% 932
2022
Q4 		$425K Sell
15,047
-4,814
-24% -$153K 0.01% 964
2022
Q3 		$653K Buy
19,861
+893
+5% +$32.8K 0.01% 770
2022
Q2 		$597K Buy
18,968
+425
+2% +$14.9K 0.01% 798
2022
Q1 		$852K Sell
18,543
-5
-0% -$238 0.01% 735
2021
Q4 		$1.14M Sell
18,548
-2,775
-13% -$192K 0.02% 654
2021
Q3 		$1.59M Buy
21,323
+969
+5% +$81.3K 0.03% 514
2021
Q2 		$1.88M Sell
20,354
-19,764
-49% -$1.68M 0.03% 460
2021
Q1 		$3.56M Buy
40,118
+7,284
+22% +$723K 0.06% 313
2020
Q4 		$3.06M Buy
32,834
+18,461
+128% +$1.47M 0.07% 286
2020
Q3 		$916K Buy
14,373
+2,927
+26% +$172K 0.02% 507
2020
Q2 		$597K Buy
11,446
+2,389
+26% +$102K 0.02% 576
2020
Q1 		$283K Buy
9,057
+1,331
+17% +$44.5K 0.01% 693
2019
Q4 		$258K Buy
7,726
+720
+10% +$22.9K 0.01% 803
2019
Q3 		$206K Buy
7,006
+5,456
+352% +$177K 0.01% 837
2019
Q2 		$53K Buy
+1,550
New +$49.7K ﹤0.01% 1312

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's ARKG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ARK Genomic Revolution ETF (ARKG) stake by 26% in Q2 2026, selling an estimated $69.2K and leaving 6,027 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Steward Partners Investment Advisory first reported a position in ARKG in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.56M in Q1 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Steward Partners Investment Advisory held 6,027 shares of ARK Genomic Revolution ETF worth $254K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,172 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $69.2K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2097 holding.
  • Steward Partners Investment Advisory first reported a position in ARK Genomic Revolution ETF in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's ARK Genomic Revolution ETF position peaked at $3.56M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.