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Keener Financial Planning’s Q2 Holdings QTWO Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-97
Closed -$7K – 165
2025
Q3 		$7K Buy
+97
New +$7.97K ﹤0.01% 171

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keener Financial Planning's QTWO Position: Q4 2025 in Review

Keener Financial Planning sold out of Q2 Holdings (QTWO) in Q4 2025, closing a stake of 97 shares — an estimated $7K sold.

Keener Financial Planning first reported a position in QTWO in Q3 2025 and held it in 1 quarter. The position peaked at $7K in Q3 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q4 2025.

  • Keener Financial Planning reported no remaining Q2 Holdings position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 97 Q2 Holdings shares in Q4 2025, an estimated $7K.
  • Keener Financial Planning first reported a position in Q2 Holdings in Q3 2025 and held it in 1 quarter.
  • Keener Financial Planning's Q2 Holdings position peaked at $7K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.