KA
STRK

Kovack Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Kovack Advisors’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-201,990
Closed -$14.4M – 1155
2026
Q1 		$14.4M Buy
201,990
+19,911
+11% +$1.59M 0.77% 14
2025
Q4 		$14.3M Buy
+182,079
New +$15.7M 0.67% 20

Other funds holding STRK

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Kovack Advisors's STRK Position: Q2 2026 in Review

Kovack Advisors sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026, closing a stake of 201,990 shares — an estimated $14.4M sold.

Kovack Advisors first reported a position in STRK in Q4 2025 and held it in 2 quarters. The position peaked at $14.4M in Q1 2026. 85 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Kovack Advisors reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 201,990 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $14.4M.
  • Kovack Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q4 2025 and held it in 2 quarters.
  • Kovack Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $14.4M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.