Stifel Financial
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Stifel Financial’s ARK Innovation ETF ARKK Stock Holding History

Stifel Financial’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 		$5.38M Sell
66,605
-37,038
-36% -$2.83M ﹤0.01% 1364
2026
Q1 		$7.01M Buy
103,643
+3,403
+3% +$252K 0.01% 1151
2025
Q4 		$7.71M Buy
100,240
+35,482
+55% +$2.94M 0.01% 1098
2025
Q3 		$5.59M Sell
64,758
-3,147
-5% -$241K 0.01% 1236
2025
Q2 		$4.77M Sell
67,905
-19,133
-22% -$1.05M ﹤0.01% 1278
2025
Q1 		$4.14M Buy
87,038
+19,783
+29% +$1.13M ﹤0.01% 1295
2024
Q4 		$3.82M Buy
67,255
+2,260
+3% +$121K ﹤0.01% 1354
2024
Q3 		$3.09M Sell
64,995
-3,705
-5% -$166K ﹤0.01% 1501
2024
Q2 		$3.02M Sell
68,700
-1,218
-2% -$54.4K ﹤0.01% 1448
2024
Q1 		$3.5M Buy
69,918
+1,231
+2% +$60K ﹤0.01% 1343
2023
Q4 		$3.6M Sell
68,687
-27,386
-29% -$1.19M ﹤0.01% 1295
2023
Q3 		$3.81M Buy
96,073
+3,942
+4% +$174K 0.01% 1183
2023
Q2 		$4.07M Buy
92,131
+10,715
+13% +$426K 0.01% 1169
2023
Q1 		$3.28M Buy
81,416
+12,715
+19% +$487K ﹤0.01% 1273
2022
Q4 		$2.15M Sell
68,701
-37,460
-35% -$1.34M ﹤0.01% 1476
2022
Q3 		$4M Buy
106,161
+4,626
+5% +$206K 0.01% 1050
2022
Q2 		$4.05M Buy
101,535
+46,646
+85% +$2.22M 0.01% 1074
2022
Q1 		$3.64M Sell
54,889
-8,100
-13% -$572K 0.01% 1228
2021
Q4 		$5.96M Buy
62,989
+15,880
+34% +$1.73M 0.01% 973
2021
Q3 		$5.21M Buy
47,109
+10,407
+28% +$1.25M 0.01% 1000
2021
Q2 		$4.8M Sell
36,702
-42,002
-53% -$4.9M 0.01% 1041
2021
Q1 		$9.44M Buy
78,704
+75,520
+2,372% +$10.2M 0.02% 679
2020
Q4 		$396K Buy
+3,184
New +$345K ﹤0.01% 2453

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

Stifel Financial's ARKK Position: Q2 2026 in Review

Stifel Financial reduced its ARK Innovation ETF (ARKK) stake by 36% in Q2 2026, selling an estimated $2.83M and leaving 66,605 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Stifel Financial first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.44M in Q1 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Stifel Financial held 66,605 shares of ARK Innovation ETF worth $5.38M as of Q2 2026.
  • Stifel Financial sold 37,038 ARK Innovation ETF shares in Q2 2026, an estimated $2.83M.
  • ARK Innovation ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1364 holding.
  • Stifel Financial first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
  • Stifel Financial's ARK Innovation ETF position peaked at $9.44M in Q1 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.