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RFG Advisory’s CrowdStrike CRWD Stock Holding History

RFG Advisory’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
20,724
+980
+5% +$139K 0.06% 222
2026
Q1 		$1.93M Sell
19,744
-8,128
-29% -$861K 0.04% 346
2025
Q4 		$3.27M Buy
27,872
+28
+0.1% +$3.56K 0.06% 234
2025
Q3 		$3.41M Sell
27,844
-4,440
-14% -$505K 0.07% 208
2025
Q2 		$4.11M Buy
32,284
+3,232
+11% +$350K 0.1% 162
2025
Q1 		$2.56M Buy
29,052
+1,364
+5% +$130K 0.07% 220
2024
Q4 		$2.37M Buy
27,688
+772
+3% +$64.2K 0.07% 222
2024
Q3 		$1.89M Buy
26,916
+9,656
+56% +$686K 0.06% 260
2024
Q2 		$1.65M Buy
17,260
+3,556
+26% +$296K 0.05% 259
2024
Q1 		$1.1M Buy
13,704
+1,844
+16% +$141K 0.04% 334
2023
Q4 		$757K Sell
11,860
-2,648
-18% -$139K 0.03% 364
2023
Q3 		$607K Buy
14,508
+2,260
+18% +$87.8K 0.03% 375
2023
Q2 		$450K Buy
12,248
+1,820
+17% +$63.4K 0.02% 446
2023
Q1 		$358K Buy
10,428
+416
+4% +$12K 0.02% 475
2022
Q4 		$284K Sell
10,012
-336
-3% -$11.5K 0.01% 522
2022
Q3 		$329K Sell
10,348
-116
-1% -$5.3K 0.02% 465
2022
Q2 		$500K Buy
10,464
+376
+4% +$17K 0.03% 356
2022
Q1 		$573K Buy
+10,088
New +$470K 0.04% 288

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RFG Advisory's CRWD Position: Q2 2026 in Review

RFG Advisory increased its CrowdStrike (CRWD) stake by 5% in Q2 2026, buying an estimated $139K and bringing the position to 20,724 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #222.

RFG Advisory first reported a position in CRWD in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.11M in Q2 2025. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • RFG Advisory held 20,724 shares of CrowdStrike worth $3.95M as of Q2 2026.
  • RFG Advisory bought 980 CrowdStrike shares in Q2 2026, an estimated $139K.
  • CrowdStrike made up 0.06% of RFG Advisory's portfolio in Q2 2026, its #222 holding.
  • RFG Advisory first reported a position in CrowdStrike in Q1 2022 and has held it in 18 quarters since.
  • RFG Advisory's CrowdStrike position peaked at $4.11M in Q2 2025.
  • 750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.