Mission Wealth Management
STRK icon

Mission Wealth Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Mission Wealth Management’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
Q3 		$408K Buy
+5,501
New +$375K 0.01% 580

Other funds holding STRK

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Mission Wealth Management's STRK Position: Q3 2026 in Review

Mission Wealth Management opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q3 2026: 5,501 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings.

8 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • Mission Wealth Management held 5,501 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $408K as of Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new Mission Wealth Management position in Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #580 holding.
  • 8 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.