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Independence Bank of Kentucky’s Strategy Inc MSTR Stock Holding History

Independence Bank of Kentucky’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
Q1 		– Sell
-5
Closed -$760 – 687
2025
Q4 		$760 Buy
+5
New +$1.15K ﹤0.01% 700

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State Street
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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

Independence Bank of Kentucky's MSTR Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 5 shares — an estimated $760 sold.

Independence Bank of Kentucky first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $760 in Q4 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Independence Bank of Kentucky reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 5 Strategy Inc shares in Q1 2026, an estimated $760.
  • Independence Bank of Kentucky first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
  • Independence Bank of Kentucky's Strategy Inc position peaked at $760 in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.