Steward Partners Investment Advisory
STRK icon

Steward Partners Investment Advisory’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Steward Partners Investment Advisory’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 		$76.5K Sell
1,300
-6,510
-83% -$465K ﹤0.01% 2730
2026
Q1 		$552K Sell
7,810
-10,065
-56% -$805K ﹤0.01% 1466
2025
Q4 		$1.41M Sell
17,875
-1,460
-8% -$126K 0.01% 920
2025
Q3 		$1.77M Buy
19,335
+110
+0.6% +$11.4K 0.01% 821
2025
Q2 		$2.33M Buy
19,225
+12,065
+169% +$1.15M 0.02% 670
2025
Q1 		$602K Buy
+7,160
New +$640K 0.01% 1140

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Steward Partners Investment Advisory's STRK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 83% in Q2 2026, selling an estimated $465K and leaving 1,300 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Steward Partners Investment Advisory first reported a position in STRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Steward Partners Investment Advisory held 1,300 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $76.5K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,510 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $465K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2730 holding.
  • Steward Partners Investment Advisory first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $2.33M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.