CFG
MSTR icon

Citizens Financial Group’s Strategy Inc MSTR Stock Holding History

Citizens 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
Q2 		$436K Sell
5,010
-161
-3% -$23.4K 0.01% 714
2026
Q1 		$645K Sell
5,171
-202
-4% -$28.9K 0.01% 483
2025
Q4 		$816K Sell
5,373
-1,131
-17% -$260K 0.01% 443
2025
Q3 		$2.1M Buy
6,504
+5,640
+653% +$2.09M 0.03% 276
2025
Q2 		$349K Buy
864
+70
+9% +$25.5K 0.01% 543
2025
Q1 		$229K Sell
794
-13
-2% -$4.13K ﹤0.01% 563
2024
Q4 		$234K Buy
+807
New +$243K ﹤0.01% 519

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

Citizens Financial Group's MSTR Position: Q2 2026 in Review

Citizens Financial Group reduced its Strategy Inc (MSTR) stake by 3.1% in Q2 2026, selling an estimated $23.4K and leaving 5,010 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #714.

Citizens Financial Group first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Citizens Financial Group held 5,010 shares of Strategy Inc worth $436K as of Q2 2026.
  • Citizens Financial Group sold 161 Strategy Inc shares in Q2 2026, an estimated $23.4K.
  • Strategy Inc made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #714 holding.
  • Citizens Financial Group first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Citizens Financial Group's Strategy Inc position peaked at $2.1M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.