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Keystone Financial Group (Kentucky)’s Upexi UPXI Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,325
Closed -$45.9K – 534
2025
Q4 		$45.9K Buy
+27,325
New +$103K ﹤0.01% 449

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Keystone Financial Group (Kentucky)'s UPXI Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) sold out of Upexi (UPXI) in Q1 2026, closing a stake of 27,325 shares — an estimated $45.9K sold.

Keystone Financial Group (Kentucky) first reported a position in UPXI in Q4 2025 and held it in 1 quarter. The position peaked at $45.9K in Q4 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Keystone Financial Group (Kentucky) reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 27,325 Upexi shares in Q1 2026, an estimated $45.9K.
  • Keystone Financial Group (Kentucky) first reported a position in Upexi in Q4 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Upexi position peaked at $45.9K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.