AF
STRK

Allworth Financial’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Allworth Financial’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
Q1 		$24.4K Buy
345
+44
+15% +$3.52K ﹤0.01% 2846
2025
Q4 		$23.7K Buy
301
+74
+33% +$6.37K ﹤0.01% 2696
2025
Q3 		$20.8K Hold
227
– – ﹤0.01% 2685
2025
Q2 		$27.5K Buy
+227
New +$21.7K ﹤0.01% 2310

Other funds holding STRK

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PC
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return