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Keynote Financial Services’s Nasdaq NDAQ Stock Holding History

Keynote Financial Services’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Buy
3,443
+18
+0.5% +$1.58K 0.13% 144
2026
Q1 		$291K Hold
3,425
– – 0.15% 132
2025
Q4 		$333K Sell
3,425
-350
-9% -$31.5K 0.19% 123
2025
Q3 		$334K Sell
3,775
-33
-0.9% -$3.06K 0.2% 119
2025
Q2 		$341K Sell
3,808
-300
-7% -$23.9K 0.23% 112
2025
Q1 		$312K Sell
4,108
-100
-2% -$7.87K 0.22% 114
2024
Q4 		$325K Sell
4,208
-200
-5% -$15.5K 0.25% 105
2024
Q3 		$322K Hold
4,408
– – 0.25% 106
2024
Q2 		$266K Hold
4,408
– – 0.22% 109
2024
Q1 		$278K Buy
+4,408
New +$255K 0.23% 109

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Keynote Financial Services's NDAQ Position: Q2 2026 in Review

Keynote Financial Services increased its Nasdaq (NDAQ) stake by 0.53% in Q2 2026, buying an estimated $1.58K and bringing the position to 3,443 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #144.

Keynote Financial Services first reported a position in NDAQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Keynote Financial Services held 3,443 shares of Nasdaq worth $271K as of Q2 2026.
  • Keynote Financial Services bought 18 Nasdaq shares in Q2 2026, an estimated $1.58K.
  • Nasdaq made up 0.13% of Keynote Financial Services's portfolio in Q2 2026, its #144 holding.
  • Keynote Financial Services first reported a position in Nasdaq in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Nasdaq position peaked at $341K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.