Ares Financial Consulting
MSTR icon

Ares Financial Consulting’s Strategy Inc MSTR Stock Holding History

Ares Financial Consulting’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
Q3 		$1.68K Hold
11
– – ﹤0.01% 898
2026
Q2 		$956 Sell
11
-784
-99% -$114K ﹤0.01% 1015
2026
Q1 		$97.6K Buy
+795
New +$114K 0.08% 136

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ares Financial Consulting's MSTR Position: Q3 2026 in Review

Ares Financial Consulting held its Strategy Inc (MSTR) position steady in Q3 2026 at 11 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Ares Financial Consulting first reported a position in MSTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $97.6K in Q1 2026. 560 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Ares Financial Consulting held 11 shares of Strategy Inc worth $1.68K as of Q3 2026.
  • Ares Financial Consulting left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #898 holding.
  • Ares Financial Consulting first reported a position in Strategy Inc in Q1 2026 and has held it in 3 quarters since.
  • Ares Financial Consulting's Strategy Inc position peaked at $97.6K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.