IFS
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Integrated Financial Solutions’s CrowdStrike CRWD Stock Holding History

Integrated Financial Solutions’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
Q3 		$4.55M Sell
17,179
-2,141
-11% -$454K 2.33% 10
2026
Q2 		$3.69M Buy
19,320
+2,820
+17% +$401K 1.99% 13
2026
Q1 		$1.61M Buy
16,500
+14,080
+582% +$1.49M 1.12% 15
2025
Q4 		$284K Buy
2,420
+620
+34% +$78.9K 0.17% 27
2025
Q3 		$221K Buy
1,800
+400
+29% +$45.5K 0.15% 26
2025
Q2 		$306K Buy
+1,400
New +$152K 0.26% 24

Other funds holding CRWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Integrated Financial Solutions's CRWD Position: Q3 2026 in Review

Integrated Financial Solutions reduced its CrowdStrike (CRWD) stake by 11% in Q3 2026, selling an estimated $454K and leaving 17,179 shares worth $4.55M. The position accounts for 2.33% of the portfolio, ranked #10.

Integrated Financial Solutions first reported a position in CRWD in Q2 2025 and has held it in 6 quarters since. 1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Integrated Financial Solutions held 17,179 shares of CrowdStrike worth $4.55M as of Q3 2026.
  • Integrated Financial Solutions sold 2,141 CrowdStrike shares in Q3 2026, an estimated $454K.
  • CrowdStrike made up 2.33% of Integrated Financial Solutions's portfolio in Q3 2026, its #10 holding.
  • Integrated Financial Solutions first reported a position in CrowdStrike in Q2 2025 and has held it in 6 quarters since.
  • 1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.