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Shum Financial Group’s CrowdStrike CRWD Stock Holding History

Shum Financial Group’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 		$956K Buy
5,012
+368
+8% +$52.3K 0.58% 42
2026
Q1 		$453K Sell
4,644
-4
-0.1% -$424 0.32% 71
2025
Q4 		$545K Buy
4,648
+164
+4% +$20.9K 0.39% 66
2025
Q3 		$550K Buy
+4,484
New +$510K 0.41% 61
2025
Q1 		$366K Buy
4,156
+592
+17% +$56.4K 0.32% 73
2024
Q4 		$305K Buy
3,564
+744
+26% +$61.8K 0.26% 78
2024
Q3 		$217K Buy
+2,820
New +$200K 0.18% 86

Other funds holding CRWD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Shum Financial Group's CRWD Position: Q2 2026 in Review

Shum Financial Group increased its CrowdStrike (CRWD) stake by 7.9% in Q2 2026, buying an estimated $52.3K and bringing the position to 5,012 shares worth $956K. The position accounts for 0.58% of the portfolio, ranked #42.

Shum Financial Group first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Shum Financial Group held 5,012 shares of CrowdStrike worth $956K as of Q2 2026.
  • Shum Financial Group bought 368 CrowdStrike shares in Q2 2026, an estimated $52.3K.
  • CrowdStrike made up 0.58% of Shum Financial Group's portfolio in Q2 2026, its #42 holding.
  • Shum Financial Group first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • 1,410 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.