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Jefferies Financial Group’s Strategy Inc MSTR Stock Holding History

Jefferies Financial Group’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Buy
142,533
+1,782
+1% +$259K 0.08% 212
2026
Q1 		$17.6M Sell
140,751
-9,747
-6% -$1.39M 0.12% 140
2025
Q4 		$22.9M Sell
150,498
-12,760
-8% -$2.94M 0.12% 174
2025
Q3 		$52.6M Buy
163,258
+144,906
+790% +$53.8M 0.25% 60
2025
Q2 		$7.42M Sell
18,352
-318
-2% -$116K 0.06% 218
2025
Q1 		$5.38M Buy
18,670
+5,351
+40% +$1.7M 0.05% 276
2024
Q4 		$3.86M Buy
+13,319
New +$4.01M 0.02% 444
2024
Q3 		– Sell
-26,000
Closed -$3.72M – 1646
2024
Q2 		$3.58M Sell
26,000
-108,450
-81% -$15.6M 0.04% 388
2024
Q1 		$22.9M Buy
134,450
+132,180
+5,823% +$12.1M 0.21% 75
2023
Q4 		$143K Buy
2,270
+2,070
+1,035% +$98.1K ﹤0.01% 1507
2023
Q3 		$6.57K Buy
+200
New +$7.53K ﹤0.01% 1551

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's MSTR Position: Q2 2026 in Review

Jefferies Financial Group increased its Strategy Inc (MSTR) stake by 1.3% in Q2 2026, buying an estimated $259K and bringing the position to 142,533 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #212.

Jefferies Financial Group first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $52.6M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Jefferies Financial Group held 142,533 shares of Strategy Inc worth $12.4M as of Q2 2026.
  • Jefferies Financial Group bought 1,782 Strategy Inc shares in Q2 2026, an estimated $259K.
  • Strategy Inc made up 0.08% of Jefferies Financial Group's portfolio in Q2 2026, its #212 holding.
  • Jefferies Financial Group first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Strategy Inc position peaked at $52.6M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.