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BOK Financial’s Strategy Inc MSTR Stock Holding History

BOK Financial’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 		$285K Buy
3,275
+953
+41% +$138K ﹤0.01% 645
2026
Q1 		$290K Buy
2,322
+5
+0.2% +$715 ﹤0.01% 629
2025
Q4 		$352K Sell
2,317
-6
-0.3% -$1.38K 0.01% 608
2025
Q3 		$748K Sell
2,323
-5
-0.2% -$1.85K 0.01% 482
2025
Q2 		$941K Sell
2,328
-735
-24% -$268K 0.02% 454
2025
Q1 		$883K Buy
3,063
+363
+13% +$115K 0.02% 448
2024
Q4 		$885K Buy
+2,700
New +$812K 0.02% 457

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 $3.37T AUM 44.26% 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

BOK Financial's MSTR Position: Q2 2026 in Review

BOK Financial increased its Strategy Inc (MSTR) stake by 41% in Q2 2026, buying an estimated $138K and bringing the position to 3,275 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

BOK Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $941K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • BOK Financial held 3,275 shares of Strategy Inc worth $285K as of Q2 2026.
  • BOK Financial bought 953 Strategy Inc shares in Q2 2026, an estimated $138K.
  • Strategy Inc made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #645 holding.
  • BOK Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • BOK Financial's Strategy Inc position peaked at $941K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.