SBI Securities’s Strategy Inc MSTR Stock Holding History

SBI Securities’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 Q3	$4.7M	Sell	30,696 -635	-2%	-$73.5K	0.11%	104
2026 Q2	$2.72M	Sell	31,331 -1,558	-5%	-$226K	0.06%	166
2026 Q1	$4.1M	Buy	32,889 +9,000	+38%	+$1.29M	0.11%	102
2025 Q4	$3.63M	Sell	23,889 -8,988	-27%	-$2.07M	0.09%	124
2025 Q3	$10.6M	Sell	32,877 -1,184	-3%	-$439K	0.27%	66
2025 Q2	$13.8M	Sell	34,061 -2,589	-7%	-$943K	0.4%	49
2025 Q1	$10.6M	Sell	36,650 -1,401	-4%	-$445K	0.35%	54
2024 Q4	$11M	Buy	+38,051	New	+$11.4M	0.34%	53

Other funds holding MSTR

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

SBI Securities's MSTR Position: Q3 2026 in Review

SBI Securities reduced its Strategy Inc (MSTR) stake by 2% in Q3 2026, selling an estimated $73.5K and leaving 30,696 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #104.

SBI Securities first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.8M in Q2 2025. 210 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

SBI Securities held 30,696 shares of Strategy Inc worth $4.7M as of Q3 2026.
SBI Securities sold 635 Strategy Inc shares in Q3 2026, an estimated $73.5K.
Strategy Inc made up 0.11% of SBI Securities's portfolio in Q3 2026, its #104 holding.
SBI Securities first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Strategy Inc position peaked at $13.8M in Q2 2025.
210 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.