KF
CRWD icon

Krilogy Financial’s CrowdStrike CRWD Stock Holding History

Krilogy Financial’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,000
Closed -$530K – 267
2020
Q4 		$530K Buy
+10,000
New +$390K 0.06% 172

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CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Krilogy Financial's CRWD Position: Q3 2026 in Review

Krilogy Financial increased its CrowdStrike (CRWD) stake by 6.3% in Q3 2026, buying an estimated $118K and bringing the position to 9,402 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #224.

Krilogy Financial first reported a position in CRWD in Q1 2023 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Krilogy Financial held 9,402 shares of CrowdStrike worth $2.47M as of Q3 2026.
  • Krilogy Financial bought 554 CrowdStrike shares in Q3 2026, an estimated $118K.
  • CrowdStrike made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #224 holding.
  • Krilogy Financial first reported a position in CrowdStrike in Q1 2023 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.