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Amalgamated Bank’s Strategy Inc MSTR Stock Holding History

Amalgamated Bank’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
14,793
-863
-6% -$125K 0.01% 1002
2026
Q1 		$1.95M Buy
15,656
+1,965
+14% +$281K 0.02% 807
2025
Q4 		$2.08M Buy
13,691
+7
+0.1% +$1.61K 0.02% 812
2025
Q3 		$4.41M Buy
13,684
+543
+4% +$201K 0.03% 473
2025
Q2 		$5.31M Buy
13,141
+686
+6% +$250K 0.04% 364
2025
Q1 		$3.59M Buy
12,455
+3,747
+43% +$1.19M 0.03% 516
2024
Q4 		$2.52M Buy
8,708
+336
+4% +$101K 0.02% 715
2024
Q3 		$1.41M Sell
8,372
-328
-4% -$46.9K 0.01% 935
2024
Q2 		$1.2M Buy
8,700
+3,650
+72% +$526K 0.01% 986
2024
Q1 		$861K Sell
5,050
-12,490
-71% -$1.14M 0.01% 1104
2023
Q4 		$1.11M Buy
17,540
+580
+3% +$27.5K 0.01% 1126
2023
Q3 		$557K Buy
16,960
+740
+5% +$27.9K ﹤0.01% 1354
2023
Q2 		$555K Buy
16,220
+4,060
+33% +$123K ﹤0.01% 1383
2023
Q1 		$355K Sell
12,160
-1,690
-12% -$41.2K ﹤0.01% 1570
2022
Q4 		$196K Hold
13,850
– – ﹤0.01% 1872
2022
Q3 		$294K Buy
13,850
+180
+1% +$4.51K ﹤0.01% 1682
2022
Q2 		$225K Sell
13,670
-1,250
-8% -$36.2K ﹤0.01% 1825
2022
Q1 		$726K Sell
14,920
-10
-0.1% -$433 0.01% 1369
2021
Q4 		$813K Buy
14,930
+900
+6% +$61.9K 0.01% 1342
2021
Q3 		$811K Sell
14,030
-28,000
-67% -$1.8M 0.01% 1353
2021
Q2 		$2.79M Buy
42,030
+32,640
+348% +$1.93M 0.02% 813
2021
Q1 		$637K Sell
9,390
-820
-8% -$57.9K 0.02% 841
2020
Q4 		$397K Buy
+10,210
New +$238K 0.02% 1084
2020
Q1 		– Sell
-16,180
Closed -$231K – 1740
2019
Q4 		$231K Buy
16,180
+560
+4% +$8.34K ﹤0.01% 1562
2019
Q3 		$232K Sell
15,620
-160
-1% -$2.19K ﹤0.01% 1471
2019
Q2 		$226K Buy
+15,780
New +$223K 0.01% 1516
2017
Q3 		– Sell
-13,080
Closed -$251K – 1596
2017
Q2 		$251K Buy
13,080
+400
+3% +$7.43K 0.01% 1296
2017
Q1 		$238K Sell
12,680
-70
-0.5% -$1.36K 0.01% 1283
2016
Q4 		$252K Buy
+12,750
New +$241K 0.01% 1250

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Amalgamated Bank's MSTR Position: Q2 2026 in Review

Amalgamated Bank reduced its Strategy Inc (MSTR) stake by 5.5% in Q2 2026, selling an estimated $125K and leaving 14,793 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1002.

Amalgamated Bank first reported a position in MSTR in Q4 2016 and has held it in 29 quarters since. The position peaked at $5.31M in Q2 2025. 471 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Amalgamated Bank held 14,793 shares of Strategy Inc worth $1.29M as of Q2 2026.
  • Amalgamated Bank sold 863 Strategy Inc shares in Q2 2026, an estimated $125K.
  • Strategy Inc made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1002 holding.
  • Amalgamated Bank first reported a position in Strategy Inc in Q4 2016 and has held it in 29 quarters since.
  • Amalgamated Bank's Strategy Inc position peaked at $5.31M in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.