STAR Financial Bank’s Invesco QQQ Trust QQQ Stock Holding History

STAR Financial Bank’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Hold	4,704	–	–	1.41%	15
2026 Q1	$2.72M	Sell	4,704 -649	-12%	-$394K	1.28%	18
2025 Q4	$3.29M	Sell	5,353 -262	-5%	-$161K	1.68%	18
2025 Q3	$3.37M	Sell	5,615 -270	-5%	-$155K	1.99%	15
2025 Q2	$3.25M	Sell	5,885 -5,495	-48%	-$2.73M	2.06%	11
2025 Q1	$5.34M	Buy	11,380 +262	+2%	+$133K	3.91%	3
2024 Q4	$5.68M	Buy	11,118 +4,003	+56%	+$2.02M	4.09%	4
2024 Q3	$3.47M	Buy	+7,115	New	+$3.37M	2.34%	7

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

STAR Financial Bank's QQQ Position: Q2 2026 in Review

STAR Financial Bank held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 4,704 shares worth $3.46M. The position accounts for 1.41% of the portfolio, ranked #15.

STAR Financial Bank first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.68M in Q4 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

STAR Financial Bank held 4,704 shares of Invesco QQQ Trust worth $3.46M as of Q2 2026.
STAR Financial Bank left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 1.41% of STAR Financial Bank's portfolio in Q2 2026, its #15 holding.
STAR Financial Bank first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
STAR Financial Bank's Invesco QQQ Trust position peaked at $5.68M in Q4 2024.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.