J. Derek Lewis & Associates
ASST icon

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
Q3 		$921K Buy
31,300
+6,300
+25% +$117K 0.17% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Derek Lewis & Associates's ASST Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Strive Inc (ASST) stake by 25% in Q3 2026, buying an estimated $117K and bringing the position to 31,300 shares worth $921K. The position accounts for 0.17% of the portfolio, ranked #79.

J. Derek Lewis & Associates first reported a position in ASST in Q4 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • J. Derek Lewis & Associates held 31,300 shares of Strive Inc worth $921K as of Q3 2026.
  • J. Derek Lewis & Associates bought 6,300 Strive Inc shares in Q3 2026, an estimated $117K.
  • Strive Inc made up 0.17% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #79 holding.
  • J. Derek Lewis & Associates first reported a position in Strive Inc in Q4 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.