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Independent Financial Group’s Strive Inc ASST Stock Holding History

Independent Financial Group’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Sell
23,971
-1,980
-8% -$29.3K ﹤0.01% 1334
2026
Q1 		$260K Buy
+25,951
New +$323K 0.01% 1230

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's ASST Position: Q2 2026 in Review

Independent Financial Group reduced its Strive Inc (ASST) stake by 7.6% in Q2 2026, selling an estimated $29.3K and leaving 23,971 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Independent Financial Group first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Independent Financial Group held 23,971 shares of Strive Inc worth $262K as of Q2 2026.
  • Independent Financial Group sold 1,980 Strive Inc shares in Q2 2026, an estimated $29.3K.
  • Strive Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1334 holding.
  • Independent Financial Group first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.