KFS
NDAQ icon

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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Keynote Financial Services's NDAQ Position: Q1 2026 in Review

Keynote Financial Services held its Nasdaq (NDAQ) position steady in Q1 2026 at 3,425 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #132.

Keynote Financial Services first reported a position in NDAQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $341K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Keynote Financial Services held 3,425 shares of Nasdaq worth $291K as of Q1 2026.
  • Keynote Financial Services left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up 0.15% of Keynote Financial Services's portfolio in Q1 2026, its #132 holding.
  • Keynote Financial Services first reported a position in Nasdaq in Q1 2024 and has held it in 9 quarters since.
  • Keynote Financial Services's Nasdaq position peaked at $341K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.