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Convergence Financial’s Strategy Inc MSTR Stock Holding History

Convergence 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 		$568K Hold
6,530
– – 0.05% 161
2026
Q1 		$815K Buy
6,530
+3,270
+100% +$467K 0.09% 115
2025
Q4 		$495K Hold
3,260
– – 0.07% 124
2025
Q3 		$1.05M Buy
3,260
+101
+3% +$37.5K 0.16% 80
2025
Q2 		$1.28M Hold
3,159
– – 0.22% 65
2025
Q1 		$911K Buy
3,159
+2,404
+318% +$763K 0.18% 70
2024
Q4 		$219K Buy
+755
New +$227K 0.04% 151

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

Convergence Financial's MSTR Position: Q2 2026 in Review

Convergence Financial held its Strategy Inc (MSTR) position steady in Q2 2026 at 6,530 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #161.

Convergence Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Convergence Financial held 6,530 shares of Strategy Inc worth $568K as of Q2 2026.
  • Convergence Financial left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #161 holding.
  • Convergence Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Convergence Financial's Strategy Inc position peaked at $1.28M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.