Oppenheimer & Co
STRK icon

Oppenheimer & Co’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Oppenheimer & Co’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 		$204K Buy
+2,755
New +$188K ﹤0.01% 1619
2025
Q4 		– Sell
-5,555
Closed -$509K – 1764
2025
Q3 		$509K Sell
5,555
-1,455
-21% -$151K 0.01% 1162
2025
Q2 		$848K Buy
7,010
+2,970
+74% +$284K 0.01% 933
2025
Q1 		$339K Buy
+4,040
New +$361K 0.01% 1216

Other funds holding STRK

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Oppenheimer & Co's STRK Position: Q3 2026 in Review

Oppenheimer & Co opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q3 2026: 2,755 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in STRK as recently as Q3 2025.

Oppenheimer & Co first reported a position in STRK in Q1 2025 and has held it in 4 quarters since. The position peaked at $848K in Q2 2025. 22 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • Oppenheimer & Co held 2,755 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $204K as of Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new Oppenheimer & Co position in Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1619 holding.
  • Oppenheimer & Co first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 4 quarters since.
  • Oppenheimer & Co's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $848K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.