Certior Financial Group
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Certior Financial Group’s Strategy Inc MSTR Stock Holding History

Certior Financial Group’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 		$1.61M Buy
10,491
+6
+0.1% +$694 0.87% 28
2026
Q2 		$911K Hold
10,485
– – 0.5% 46
2026
Q1 		$1.31M Buy
10,485
+8,877
+552% +$1.27M 0.83% 29
2025
Q4 		$244K Buy
1,608
+3
+0.2% +$691 0.17% 116
2025
Q3 		$517K Sell
1,605
-1
-0.1% -$371 0.34% 64
2025
Q2 		$649K Buy
1,606
+1
+0.1% +$364 0.48% 45
2025
Q1 		$463K Hold
1,605
– – 0.37% 60
2024
Q4 		$465K Buy
+1,605
New +$483K 0.4% 59

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 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

Certior Financial Group's MSTR Position: Q3 2026 in Review

Certior Financial Group increased its Strategy Inc (MSTR) stake by 0.06% in Q3 2026, buying an estimated $694 and bringing the position to 10,491 shares worth $1.61M. The position accounts for 0.87% of the portfolio, ranked #28.

Certior Financial Group first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Certior Financial Group held 10,491 shares of Strategy Inc worth $1.61M as of Q3 2026.
  • Certior Financial Group bought 6 Strategy Inc shares in Q3 2026, an estimated $694.
  • Strategy Inc made up 0.87% of Certior Financial Group's portfolio in Q3 2026, its #28 holding.
  • Certior Financial Group first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

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