JDLA
STKE

J. Derek Lewis & Associates’s Sol Strategies Inc STKE Stock Holding History

J. Derek Lewis & Associates’s Portfolio STKE Stock Details STKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$446K Buy
381,280
+187,280
+97% +$254K 0.08% 114
2026
Q1 		$191K Buy
194,000
+92,000
+90% +$144K 0.04% 174
2025
Q4 		$156K Buy
+102,000
New +$295K 0.04% 182

Other funds holding STKE

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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 STKE Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Sol Strategies Inc (STKE) stake by 97% in Q2 2026, buying an estimated $254K and bringing the position to 381,280 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #114.

J. Derek Lewis & Associates first reported a position in STKE in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold STKE as of Q2 2026.

  • J. Derek Lewis & Associates held 381,280 shares of Sol Strategies Inc worth $446K as of Q2 2026.
  • J. Derek Lewis & Associates bought 187,280 Sol Strategies Inc shares in Q2 2026, an estimated $254K.
  • Sol Strategies Inc made up 0.08% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #114 holding.
  • J. Derek Lewis & Associates first reported a position in Sol Strategies Inc in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Sol Strategies Inc as of Q2 2026.

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