Bank of Montreal
STRK

Bank of Montreal’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-50
Closed -$4.58K – 3884
2025
Q3 		$4.58K Buy
+50
New +$5.2K ﹤0.01% 3417

Other funds holding STRK

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Bank of Montreal's STRK Position: Q4 2025 in Review

Bank of Montreal sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q4 2025, closing a stake of 50 shares — an estimated $4.58K sold.

Bank of Montreal first reported a position in STRK in Q3 2025 and held it in 1 quarter. The position peaked at $4.58K in Q3 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q4 2025.

  • Bank of Montreal reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 50 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q4 2025, an estimated $4.58K.
  • Bank of Montreal first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and held it in 1 quarter.
  • Bank of Montreal's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $4.58K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.