Key Financial Inc’s Canopy Growth CGC Stock Holding History

Key Financial Inc’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34	Hold	36	–	–	﹤0.01%	1382
2025 Q4	$41	Hold	36	–	–	﹤0.01%	1427
2025 Q3	$50	Hold	36	–	–	﹤0.01%	1444
2025 Q2	$44	Buy	+36	New	+$48	﹤0.01%	1422
2023 Q4	–	Sell	-98	Closed	-$764	–	1321
2023 Q3	$764	Hold	98	–	–	﹤0.01%	1219
2023 Q2	$377	Hold	98	–	–	﹤0.01%	1318
2023 Q1	$1.72K	Hold	98	–	–	﹤0.01%	977
2022 Q4	$2.67K	Hold	98	–	–	﹤0.01%	902
2022 Q3	$2K	Hold	98	–	–	﹤0.01%	933
2022 Q2	$2K	Hold	98	–	–	﹤0.01%	925
2022 Q1	$7K	Buy	98 +64	+188%	+$4.88K	﹤0.01%	709
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	773
2021 Q3	$5K	Hold	34	–	–	﹤0.01%	692
2021 Q2	$7K	Hold	34	–	–	﹤0.01%	628
2021 Q1	$11K	Buy	34 +19	+127%	+$6.72K	0.01%	469
2020 Q4	$4K	Buy	+15	New	+$3.42K	﹤0.01%	577
2020 Q2	–	Sell	-15	Closed	-$2K	–	179
2020 Q1	$2K	Buy	+15	New	+$2.82K	﹤0.01%	595

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Key Financial Inc's CGC Position: Q1 2026 in Review

Key Financial Inc held its Canopy Growth (CGC) position steady in Q1 2026 at 36 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Key Financial Inc first reported a position in CGC in Q1 2020 and has held it in 17 quarters since. The position peaked at $11K in Q1 2021. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

Key Financial Inc held 36 shares of Canopy Growth worth $34 as of Q1 2026.
Key Financial Inc left its Canopy Growth share count unchanged in Q1 2026.
Canopy Growth made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1382 holding.
Key Financial Inc first reported a position in Canopy Growth in Q1 2020 and has held it in 17 quarters since.
Key Financial Inc's Canopy Growth position peaked at $11K in Q1 2021.
221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.