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Parkside Financial Bank & Trust’s Strategy Inc MSTR Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$18.8K Buy
151
+98
+185% +$14K ﹤0.01% 1328
2025
Q4 		$8.05K Sell
53
-132
-71% -$30.4K ﹤0.01% 1657
2025
Q3 		$59.6K Buy
185
+5
+3% +$1.85K ﹤0.01% 866
2025
Q2 		$72.8K Buy
180
+51
+40% +$18.6K 0.01% 765
2025
Q1 		$37.2K Buy
129
+35
+37% +$11.1K ﹤0.01% 932
2024
Q4 		$27.2K Buy
94
+76
+422% +$22.9K ﹤0.01% 995
2024
Q3 		$3.04K Buy
+18
New +$2.57K ﹤0.01% 1529
2021
Q3 		– Sell
-240
Closed -$16K – 1812
2021
Q2 		$16K Buy
240
+20
+9% +$1.18K ﹤0.01% 832
2021
Q1 		$15K Hold
220
– – ﹤0.01% 832
2020
Q4 		$9K Buy
220
+150
+214% +$3.5K ﹤0.01% 911
2020
Q3 		$1K Buy
70
+10
+17% +$135 ﹤0.01% 1376
2020
Q2 		$1K Sell
60
-30
-33% -$365 ﹤0.01% 1343
2020
Q1 		$1K Sell
90
-20
-18% -$272 ﹤0.01% 1290
2019
Q4 		$2K Hold
110
– – ﹤0.01% 1202
2019
Q3 		$2K Hold
110
– – ﹤0.01% 1183
2019
Q2 		$2K Hold
110
– – ﹤0.01% 1190
2019
Q1 		$2K Hold
110
– – ﹤0.01% 1181
2018
Q4 		$1K Hold
110
– – ﹤0.01% 1257
2018
Q3 		$2K Hold
110
– – ﹤0.01% 1099
2018
Q2 		$1K Sell
110
-20
-15% -$261 ﹤0.01% 1296
2018
Q1 		$2K Hold
130
– – ﹤0.01% 1030
2017
Q4 		$2K Buy
130
+30
+30% +$403 ﹤0.01% 993
2017
Q3 		$1K Buy
100
+80
+400% +$1.16K ﹤0.01% 1171
2017
Q2 		$0 Sell
20
-20
-50% -$371 ﹤0.01% 1488
2017
Q1 		$1K Sell
40
-10
-20% -$194 ﹤0.01% 1158
2016
Q4 		$1K Buy
+50
New +$946 ﹤0.01% 1153

Other funds holding MSTR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkside Financial Bank & Trust's MSTR Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Strategy Inc (MSTR) stake by 185% in Q1 2026, buying an estimated $14K and bringing the position to 151 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Parkside Financial Bank & Trust first reported a position in MSTR in Q4 2016 and has held it in 26 quarters since. The position peaked at $72.8K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Parkside Financial Bank & Trust held 151 shares of Strategy Inc worth $18.8K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 98 Strategy Inc shares in Q1 2026, an estimated $14K.
  • Strategy Inc made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1328 holding.
  • Parkside Financial Bank & Trust first reported a position in Strategy Inc in Q4 2016 and has held it in 26 quarters since.
  • Parkside Financial Bank & Trust's Strategy Inc position peaked at $72.8K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.