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JFG Wealth Management’s Strategy Inc MSTR Stock Holding History

JFG Wealth Management’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
2025
Q3 		$266K Buy
826
+26
+3% +$9.65K 0.05% 59
2025
Q2 		$323K Hold
800
– – 0.07% 53
2025
Q1 		$231K Hold
800
– – 0.05% 76
2024
Q4 		$232K Buy
+800
New +$241K 0.05% 89

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFG Wealth Management's MSTR Position: Q3 2025 in Review

JFG Wealth Management increased its Strategy Inc (MSTR) stake by 3.3% in Q3 2025, buying an estimated $9.65K and bringing the position to 826 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #59.

JFG Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $323K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • JFG Wealth Management held 826 shares of Strategy Inc worth $266K as of Q3 2025.
  • JFG Wealth Management bought 26 Strategy Inc shares in Q3 2025, an estimated $9.65K.
  • Strategy Inc made up 0.05% of JFG Wealth Management's portfolio in Q3 2025, its #59 holding.
  • JFG Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • JFG Wealth Management's Strategy Inc position peaked at $323K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.