Trek Financial’s Arm ARM Stock Holding History

Trek Financial’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66M	Buy	13,132 +9,562	+268%	+$2.54M	0.23%	109
2026 Q1	$540K	Buy	+3,570	New	+$433K	0.03%	301

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Trek Financial's ARM Position: Q2 2026 in Review

Trek Financial increased its Arm (ARM) stake by 268% in Q2 2026, buying an estimated $2.54M and bringing the position to 13,132 shares worth $4.66M. The position accounts for 0.23% of the portfolio, ranked #109.

Trek Financial first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Trek Financial held 13,132 shares of Arm worth $4.66M as of Q2 2026.
Trek Financial bought 9,562 Arm shares in Q2 2026, an estimated $2.54M.
Arm made up 0.23% of Trek Financial's portfolio in Q2 2026, its #109 holding.
Trek Financial first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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