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Summit Financial’s ARK Innovation ETF ARKK Stock Holding History

Summit 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 		$888K Buy
10,986
+5,696
+108% +$436K 0.01% 880
2026
Q1 		$358K Sell
5,290
-5,695
-52% -$423K ﹤0.01% 1116
2025
Q4 		$845K Buy
10,985
+4,314
+65% +$357K 0.01% 720
2025
Q3 		$576K Buy
+6,671
New +$510K 0.01% 847

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

Summit Financial's ARKK Position: Q2 2026 in Review

Summit Financial increased its ARK Innovation ETF (ARKK) stake by 108% in Q2 2026, buying an estimated $436K and bringing the position to 10,986 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #880.

Summit Financial first reported a position in ARKK in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Summit Financial held 10,986 shares of ARK Innovation ETF worth $888K as of Q2 2026.
  • Summit Financial bought 5,696 ARK Innovation ETF shares in Q2 2026, an estimated $436K.
  • ARK Innovation ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #880 holding.
  • Summit Financial first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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