COFG Advisors’s CrowdStrike CRWD Stock Holding History

COFG Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743K	Sell	3,896 -28	-0.7%	-$3.98K	0.13%	115
2026 Q1	$383K	Buy	3,924 +140	+4%	+$14.8K	0.09%	139
2025 Q4	$443K	Buy	+3,784	New	+$482K	0.11%	123

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

COFG Advisors's CRWD Position: Q2 2026 in Review

COFG Advisors reduced its CrowdStrike (CRWD) stake by 0.71% in Q2 2026, selling an estimated $3.98K and leaving 3,896 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #115.

COFG Advisors first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

COFG Advisors held 3,896 shares of CrowdStrike worth $743K as of Q2 2026.
COFG Advisors sold 28 CrowdStrike shares in Q2 2026, an estimated $3.98K.
CrowdStrike made up 0.13% of COFG Advisors's portfolio in Q2 2026, its #115 holding.
COFG Advisors first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.