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BankPlus Trust Department’s Strategy Inc MSTR Stock Holding History

BankPlus Trust Department’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 		$1.48K Hold
17
– – ﹤0.01% 446
2026
Q1 		$2.12K Hold
17
– – ﹤0.01% 430
2025
Q4 		$2.58K Hold
17
– – ﹤0.01% 426
2025
Q3 		$5.48K Hold
17
– – ﹤0.01% 392
2025
Q2 		$6.87K Hold
17
– – ﹤0.01% 369
2025
Q1 		$4.9K Hold
17
– – ﹤0.01% 398
2024
Q4 		$4.92K Buy
+17
New +$5.12K ﹤0.01% 374

Other funds holding MSTR

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BankPlus Trust Department's MSTR Position: Q2 2026 in Review

BankPlus Trust Department held its Strategy Inc (MSTR) position steady in Q2 2026 at 17 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

BankPlus Trust Department first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.87K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • BankPlus Trust Department held 17 shares of Strategy Inc worth $1.48K as of Q2 2026.
  • BankPlus Trust Department left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #446 holding.
  • BankPlus Trust Department first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Strategy Inc position peaked at $6.87K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.