Johnson Financial Group Inc (Wisconsin)’s Q2 Holdings QTWO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,075	Closed	-$86K	–	865
2025 Q1	$86K	Hold	1,075	–	–	﹤0.01%	512
2024 Q4	$102K	Buy	+1,075	New	+$102K	﹤0.01%	366
2023 Q1	–	Sell	-400	Closed	-$10.7K	–	695
2022 Q4	$10.7K	Hold	400	–	–	﹤0.01%	490
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	479
2022 Q2	$15K	Hold	400	–	–	﹤0.01%	498
2022 Q1	$25K	Hold	400	–	–	﹤0.01%	510
2021 Q4	$32K	Hold	400	–	–	﹤0.01%	515
2021 Q3	$32K	Hold	400	–	–	﹤0.01%	459
2021 Q2	$41K	Hold	400	–	–	﹤0.01%	440
2021 Q1	$40K	Hold	400	–	–	﹤0.01%	429
2020 Q4	$51K	Hold	400	–	–	﹤0.01%	327
2020 Q3	$37K	Hold	400	–	–	﹤0.01%	298
2020 Q2	$34K	Hold	400	–	–	﹤0.01%	292
2020 Q1	$24K	Hold	400	–	–	﹤0.01%	338
2019 Q4	$32K	Hold	400	–	–	﹤0.01%	343
2019 Q3	$32K	Hold	400	–	–	﹤0.01%	370
2019 Q2	$31K	Hold	400	–	–	﹤0.01%	369
2019 Q1	$28K	Hold	400	–	–	﹤0.01%	361
2018 Q4	$20K	Hold	400	–	–	﹤0.01%	386
2018 Q3	$24K	Hold	400	–	–	﹤0.01%	385
2018 Q2	$23K	Hold	400	–	–	﹤0.01%	392
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	427
2017 Q4	$15K	Buy	+400	New	+$16.4K	﹤0.01%	457

Other funds holding QTWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s QTWO Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 1,075 shares — an estimated $86K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in QTWO in Q4 2017 and held it in 23 quarters. The position peaked at $102K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,075 Q2 Holdings shares in Q2 2025, an estimated $86K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Q2 Holdings in Q4 2017 and held it in 23 quarters.
Johnson Financial Group Inc (Wisconsin)'s Q2 Holdings position peaked at $102K in Q4 2024.
328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.