IFP Advisors’s Quantum-Si Incorporated QSI Stock Holding History

IFP Advisors’s Portfolio QSI Stock Details QSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79K	Sell	2,020 -81	-4%	-$77	﹤0.01%	4280
2026 Q1	$1.63K	Buy	+2,101	New	+$2.18K	﹤0.01%	4036
2023 Q1	–	Sell	-900	Closed	-$9K	–	4207
2022 Q4	$9K	Hold	900	–	–	﹤0.01%	3464
2022 Q3	$9K	Buy	900 +300	+50%	+$959	﹤0.01%	3728
2022 Q2	$6K	Hold	600	–	–	﹤0.01%	3705
2022 Q1	$6K	Buy	+600	New	+$2.92K	﹤0.01%	3705
2021 Q4	–	Sell	-100	Closed	-$1K	–	3467
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	3103
2021 Q2	$1K	Buy	+100	New	+$1.05K	﹤0.01%	2931

Other funds holding QSI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

IFP Advisors's QSI Position: Q2 2026 in Review

IFP Advisors reduced its Quantum-Si Incorporated (QSI) stake by 3.9% in Q2 2026, selling an estimated $77 and leaving 2,020 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4280.

IFP Advisors first reported a position in QSI in Q2 2021 and has held it in 8 quarters since. The position peaked at $9K in Q4 2022. 141 funds tracked by Wall St. Rank hold QSI as of Q2 2026.

IFP Advisors held 2,020 shares of Quantum-Si Incorporated worth $1.79K as of Q2 2026.
IFP Advisors sold 81 Quantum-Si Incorporated shares in Q2 2026, an estimated $77.
Quantum-Si Incorporated made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4280 holding.
IFP Advisors first reported a position in Quantum-Si Incorporated in Q2 2021 and has held it in 8 quarters since.
IFP Advisors's Quantum-Si Incorporated position peaked at $9K in Q4 2022.
141 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.