Key Financial Inc’s Happen Inc HAPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207	Hold	10	–	–	﹤0.01%	1305
2026 Q1	$143	Hold	10	–	–	﹤0.01%	1351
2025 Q4	$189	Hold	10	–	–	﹤0.01%	1384
2025 Q3	$149	Hold	10	–	–	﹤0.01%	1411
2025 Q2	$120	Hold	10	–	–	﹤0.01%	1393
2025 Q1	$103	Hold	10	–	–	﹤0.01%	1357
2024 Q4	$162	Hold	10	–	–	﹤0.01%	1343
2024 Q3	$114	Hold	10	–	–	﹤0.01%	1327
2024 Q2	$85	Hold	10	–	–	﹤0.01%	1320
2024 Q1	$88	Hold	10	–	–	﹤0.01%	1291
2023 Q4	$87	Hold	10	–	–	﹤0.01%	1300
2023 Q3	$61	Hold	10	–	–	﹤0.01%	1327
2023 Q2	$98	Hold	10	–	–	﹤0.01%	1365
2023 Q1	$72	Hold	10	–	–	﹤0.01%	1156
2022 Q4	$111	Hold	10	–	–	﹤0.01%	1149
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1152
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1130
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1087
2021 Q4	$0	Hold	10	–	–	﹤0.01%	980
2021 Q3	$0	Hold	10	–	–	﹤0.01%	934
2021 Q2	$0	Hold	10	–	–	﹤0.01%	874
2021 Q1	$0	Hold	10	–	–	﹤0.01%	784
2020 Q4	$0	Buy	+10	New	+$67	﹤0.01%	726
2020 Q2	–	Sell	-10	Closed	–	–	385
2020 Q1	$0	Buy	+10	New	+$111	﹤0.01%	703

Other funds holding HAPN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Key Financial Inc's HAPN Position: Q2 2026 in Review

Key Financial Inc held its Happen Inc (HAPN) position steady in Q2 2026 at 10 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Key Financial Inc first reported a position in HAPN in Q1 2020 and has held it in 24 quarters since. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

Key Financial Inc held 10 shares of Happen Inc worth $207 as of Q2 2026.
Key Financial Inc left its Happen Inc share count unchanged in Q2 2026.
Happen Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1305 holding.
Key Financial Inc first reported a position in Happen Inc in Q1 2020 and has held it in 24 quarters since.
85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.