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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BankPlus Trust Department's MSTR Position: Q1 2026 in Review

BankPlus Trust Department held its Strategy Inc (MSTR) position steady in Q1 2026 at 17 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

BankPlus Trust Department first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.87K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • BankPlus Trust Department held 17 shares of Strategy Inc worth $2.12K as of Q1 2026.
  • BankPlus Trust Department left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #430 holding.
  • BankPlus Trust Department first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Strategy Inc position peaked at $6.87K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.