Jones Financial Companies
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Jones Financial Companies’s Strategy Inc MSTR Stock Holding History

Jones Financial Companies’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 		$893K Buy
10,843
+4,329
+66% +$628K ﹤0.01% 1961
2026
Q1 		$821K Buy
6,514
+6,233
+2,218% +$891K ﹤0.01% 1806
2025
Q4 		$42.7K Buy
+281
New +$64.7K ﹤0.01% 2602
2025
Q3 		– Sell
-4
Closed -$1.54K – 4328
2025
Q2 		$1.54K Buy
+4
New +$1.46K ﹤0.01% 3548

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 $3.37T AUM 44.26% 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

Jones Financial Companies's MSTR Position: Q2 2026 in Review

Jones Financial Companies increased its Strategy Inc (MSTR) stake by 66% in Q2 2026, buying an estimated $628K and bringing the position to 10,843 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Jones Financial Companies first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Jones Financial Companies held 10,843 shares of Strategy Inc worth $893K as of Q2 2026.
  • Jones Financial Companies bought 4,329 Strategy Inc shares in Q2 2026, an estimated $628K.
  • Strategy Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1961 holding.
  • Jones Financial Companies first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.