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Patriot Financial Group Insurance Agency’s Strategy Inc MSTR Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-496
Closed -$200K – 552
2025
Q2 		$200K Buy
+496
New +$181K 0.02% 498
2020
Q4 		– Sell
-20
Closed – – 1939
2020
Q3 		$0 Hold
20
– – ﹤0.01% 1778
2020
Q2 		$0 Hold
20
– – ﹤0.01% 1773
2020
Q1 		$0 Hold
20
– – ﹤0.01% 1670
2019
Q4 		$0 Hold
20
– – ﹤0.01% 1399
2019
Q3 		$0 Hold
20
– – ﹤0.01% 1407
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1281
2019
Q1 		$0 Hold
20
– – ﹤0.01% 1282
2018
Q4 		$0 Buy
+20
New +$253 ﹤0.01% 1073

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MSTR Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 496 shares — an estimated $200K sold.

Patriot Financial Group Insurance Agency first reported a position in MSTR in Q4 2018 and held it in 9 quarters. The position peaked at $200K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 496 Strategy Inc shares in Q3 2025, an estimated $200K.
  • Patriot Financial Group Insurance Agency first reported a position in Strategy Inc in Q4 2018 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Strategy Inc position peaked at $200K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.