Evanson Financial
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Evanson Financial’s Strategy Inc MSTR Stock Holding History

Evanson 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
Q3 		$276K Buy
+1,803
New +$209K 0.01% 272

Other funds holding MSTR

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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

Evanson Financial's MSTR Position: Q3 2026 in Review

Evanson Financial opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,803 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

621 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Evanson Financial held 1,803 shares of Strategy Inc worth $276K as of Q3 2026.
  • Strategy Inc was a new Evanson Financial position in Q3 2026.
  • Strategy Inc made up 0.01% of Evanson Financial's portfolio in Q3 2026, its #272 holding.
  • 621 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Evanson Financial's 13F filing for Q3 2026, filed 23 Oct 2026.