PS
STRK

Planning Strategies’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Planning Strategies’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
Q2 		$19.2K Buy
+327
New +$23.3K 0.01% 251

Other funds holding STRK

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Planning Strategies's STRK Position: Q2 2026 in Review

Planning Strategies opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026: 327 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings.

80 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Planning Strategies held 327 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $19.2K as of Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new Planning Strategies position in Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #251 holding.
  • 80 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.