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Sunbelt Securities’s ARK Innovation ETF ARKK Stock Holding History

Sunbelt Securities’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
Q1 		$14.6K Sell
216
-72
-25% -$5.34K ﹤0.01% 1389
2025
Q4 		$22.2K Sell
288
-726
-72% -$60.1K ﹤0.01% 1229
2025
Q3 		$87.5K Buy
1,014
+871
+609% +$66.6K 0.01% 866
2025
Q2 		$8.12K Sell
143
-137
-49% -$7.55K ﹤0.01% 1351
2025
Q1 		$13.3K Buy
280
+137
+96% +$7.85K ﹤0.01% 1211
2024
Q4 		$8.24K Sell
143
-44
-24% -$2.36K ﹤0.01% 1346
2024
Q3 		$8.89K Sell
187
-15
-7% -$674 ﹤0.01% 1315
2024
Q2 		$8.88K Sell
202
-1,406
-87% -$62.8K ﹤0.01% 1286
2024
Q1 		$80.6K Sell
1,608
-268
-14% -$13.1K 0.01% 761
2023
Q4 		$98.3K Hold
1,876
– – 0.01% 680
2023
Q3 		$74.4K Sell
1,876
-120
-6% -$5.29K 0.01% 719
2023
Q2 		$88.1K Sell
1,996
-226
-10% -$8.98K 0.01% 674
2023
Q1 		$85.5K Buy
+2,222
New +$85.1K 0.01% 620
2021
Q4 		– Sell
-3,530
Closed -$411K – 465
2021
Q3 		$411K Hold
3,530
– – 0.07% 290
2021
Q2 		$411K Sell
3,530
-1,715
-33% -$200K 0.07% 290
2021
Q1 		$629K Buy
+5,245
New +$710K 0.12% 201

Other funds holding ARKK

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sunbelt Securities's ARKK Position: Q1 2026 in Review

Sunbelt Securities reduced its ARK Innovation ETF (ARKK) stake by 25% in Q1 2026, selling an estimated $5.34K and leaving 216 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Sunbelt Securities first reported a position in ARKK in Q1 2021 and has held it in 16 quarters since. The position peaked at $629K in Q1 2021. 593 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Sunbelt Securities held 216 shares of ARK Innovation ETF worth $14.6K as of Q1 2026.
  • Sunbelt Securities sold 72 ARK Innovation ETF shares in Q1 2026, an estimated $5.34K.
  • ARK Innovation ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1389 holding.
  • Sunbelt Securities first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 16 quarters since.
  • Sunbelt Securities's ARK Innovation ETF position peaked at $629K in Q1 2021.
  • 593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.