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Alliance Wealth Advisors (Pennsylvania)’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$284K Buy
3,833
+98
+3% +$6.68K 0.09% 138
2026
Q2 		$220K Buy
+3,735
New +$267K 0.07% 159

Other funds holding STRK

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s STRK Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.6% in Q3 2026, buying an estimated $6.68K and bringing the position to 3,833 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #138.

Alliance Wealth Advisors (Pennsylvania) first reported a position in STRK in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 3,833 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $284K as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 98 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q3 2026, an estimated $6.68K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.09% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #138 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.