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Pacific Center for Financial Services’s Strategy Inc MSTR Stock Holding History

Pacific Center for Financial Services’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61K Hold
30
– – ﹤0.01% 419
2026
Q1 		$3.74K Sell
30
-300
-91% -$42.9K ﹤0.01% 404
2025
Q4 		$106K Hold
330
– – 0.03% 136
2025
Q3 		$106K Hold
330
– – 0.03% 136
2025
Q2 		$133K Hold
330
– – 0.04% 118
2025
Q1 		$95.1K Hold
330
– – 0.03% 134
2024
Q4 		$95.6K Buy
+330
New +$99.3K 0.02% 136

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Invesco
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State Street
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacific Center for Financial Services's MSTR Position: Q2 2026 in Review

Pacific Center for Financial Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 30 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Pacific Center for Financial Services first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Pacific Center for Financial Services held 30 shares of Strategy Inc worth $2.61K as of Q2 2026.
  • Pacific Center for Financial Services left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #419 holding.
  • Pacific Center for Financial Services first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Pacific Center for Financial Services's Strategy Inc position peaked at $133K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.