LPL Financial
STRK

LPL Financial’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

LPL Financial’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
Q1 		$17.9M Sell
252,865
-5,491
-2% -$439K ﹤0.01% 1547
2025
Q4 		$20.3M Buy
258,356
+9,444
+4% +$813K 0.01% 1401
2025
Q3 		$22.8M Buy
248,912
+37,336
+18% +$3.88M 0.01% 1275
2025
Q2 		$25.6M Buy
211,576
+173,488
+455% +$16.6M 0.01% 1097
2025
Q1 		$3.2M Buy
+38,088
New +$3.41M ﹤0.01% 2515

Other funds holding STRK

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

LPL Financial's STRK Position: Q1 2026 in Review

LPL Financial reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.1% in Q1 2026, selling an estimated $439K and leaving 252,865 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

LPL Financial first reported a position in STRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.6M in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • LPL Financial held 252,865 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $17.9M as of Q1 2026.
  • LPL Financial sold 5,491 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $439K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1547 holding.
  • LPL Financial first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $25.6M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.