CFSG
MSTR icon

Clark Financial Services Group’s Strategy Inc MSTR Stock Holding History

Clark Financial Services 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
2025
Q4 		– Sell
-934
Closed -$301K – 107
2025
Q3 		$301K Buy
+934
New +$347K 0.16% 90

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clark Financial Services Group's MSTR Position: Q4 2025 in Review

Clark Financial Services Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 934 shares — an estimated $301K sold.

Clark Financial Services Group first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Clark Financial Services Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Clark Financial Services Group sold 934 Strategy Inc shares in Q4 2025, an estimated $301K.
  • Clark Financial Services Group first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Clark Financial Services Group's Strategy Inc position peaked at $301K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Clark Financial Services Group's 13F filing for Q4 2025, filed 6 Jan 2026.