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J. Derek Lewis & Associates’s Strive Inc ASST Stock Holding History

J. Derek Lewis & Associates’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 		$273K Buy
25,000
+6,000
+32% +$88.8K 0.05% 150
2026
Q1 		$190K Buy
19,000
+14,200
+296% +$177K 0.04% 175
2025
Q4 		$70.8K Buy
+4,800
New +$115K 0.02% 196

Other funds holding ASST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

J. Derek Lewis & Associates's ASST Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Strive Inc (ASST) stake by 32% in Q2 2026, buying an estimated $88.8K and bringing the position to 25,000 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #150.

J. Derek Lewis & Associates first reported a position in ASST in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • J. Derek Lewis & Associates held 25,000 shares of Strive Inc worth $273K as of Q2 2026.
  • J. Derek Lewis & Associates bought 6,000 Strive Inc shares in Q2 2026, an estimated $88.8K.
  • Strive Inc made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #150 holding.
  • J. Derek Lewis & Associates first reported a position in Strive Inc in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.