IFG
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Independent Financial Group’s CrowdStrike CRWD Stock Holding History

Independent Financial Group’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 		$16.3M Sell
85,384
-5,684
-6% -$808K 0.3% 57
2026
Q1 		$8.89M Sell
91,068
-8,868
-9% -$940K 0.2% 104
2025
Q4 		$11.7M Buy
99,936
+4,792
+5% +$610K 0.26% 68
2025
Q3 		$11.7M Sell
95,144
-5,520
-5% -$628K 0.28% 64
2025
Q2 		$12.8M Buy
100,664
+16,736
+20% +$1.81M 0.35% 45
2025
Q1 		$7.4M Buy
83,928
+1,636
+2% +$156K 0.25% 72
2024
Q4 		$7.04M Buy
82,292
+12,336
+18% +$1.03M 0.23% 81
2024
Q3 		$4.91M Sell
69,956
-93,260
-57% -$6.62M 0.18% 107
2024
Q2 		$15.6M Buy
163,216
+32,180
+25% +$2.68M 0.63% 22
2024
Q1 		$10.5M Buy
131,036
+23,420
+22% +$1.79M 0.48% 28
2023
Q4 		$6.87M Buy
107,616
+8,828
+9% +$462K 0.37% 45
2023
Q3 		$4.13M Buy
98,788
+28,492
+41% +$1.11M 0.27% 79
2023
Q2 		$2.58M Buy
70,296
+14,184
+25% +$494K 0.18% 119
2023
Q1 		$1.93M Buy
56,112
+21,224
+61% +$614K 0.15% 147
2022
Q4 		$918K Sell
34,888
-3,544
-9% -$121K 0.08% 259
2022
Q3 		$1.58M Buy
38,432
+8,768
+30% +$401K 0.14% 140
2022
Q2 		$1.25M Sell
29,664
-13,232
-31% -$599K 0.13% 175
2022
Q1 		$2.44M Buy
42,896
+7,532
+21% +$351K 0.2% 102
2021
Q4 		$1.81M Buy
35,364
+19,168
+118% +$1.17M 0.15% 141
2021
Q3 		$995K Buy
16,196
+1,212
+8% +$78.2K 0.1% 214
2021
Q2 		$941K Buy
14,984
+1,692
+13% +$91K 0.1% 230
2021
Q1 		$606K Sell
13,292
-1,600
-11% -$84.6K 0.08% 284
2020
Q4 		$789K Buy
14,892
+1,200
+9% +$46.8K 0.12% 199
2020
Q3 		$470K Buy
+13,692
New +$399K 0.09% 250

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Independent Financial Group reduced its CrowdStrike (CRWD) stake by 6.2% in Q2 2026, selling an estimated $808K and leaving 85,384 shares worth $16.3M. The position accounts for 0.3% of the portfolio, ranked #57.

Independent Financial Group first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,338 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Independent Financial Group held 85,384 shares of CrowdStrike worth $16.3M as of Q2 2026.
  • Independent Financial Group sold 5,684 CrowdStrike shares in Q2 2026, an estimated $808K.
  • CrowdStrike made up 0.3% of Independent Financial Group's portfolio in Q2 2026, its #57 holding.
  • Independent Financial Group first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • 2,338 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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