Surience Private Wealth’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Surience Private Wealth’s Portfolio ARKB Stock Details ARKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,858	Closed	-$527K	–	36
2025 Q3	$527K	Sell	13,858 -24,517	-64%	-$933K	0.48%	26
2025 Q2	$1.37M	Buy	38,375 +22,877	+148%	+$750K	1.29%	19
2025 Q1	$425K	Sell	15,498 -9,735	-39%	-$302K	0.74%	23
2024 Q4	$784K	Buy	25,233 +12,753	+102%	+$352K	1.01%	20
2024 Q3	$264K	Buy	+12,480	New	+$253K	0.27%	24
2024 Q2	–	Sell	-10,872	Closed	-$257K	–	29
2024 Q1	$257K	Buy	+10,872	New	+$198K	0.24%	28

Other funds holding ARKB

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GGI

Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Surience Private Wealth's ARKB Position: Q4 2025 in Review

Surience Private Wealth sold out of ARK 21Shares Bitcoin ETF (ARKB) in Q4 2025, closing a stake of 13,858 shares — an estimated $527K sold.

Surience Private Wealth first reported a position in ARKB in Q1 2024 and held it in 6 quarters. The position peaked at $1.37M in Q2 2025. 171 funds tracked by Wall St. Rank hold ARKB as of Q4 2025.

Surience Private Wealth reported no remaining ARK 21Shares Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
Surience Private Wealth sold 13,858 ARK 21Shares Bitcoin ETF shares in Q4 2025, an estimated $527K.
Surience Private Wealth first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and held it in 6 quarters.
Surience Private Wealth's ARK 21Shares Bitcoin ETF position peaked at $1.37M in Q2 2025.
171 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.