SFG
SWAG icon

Strive Financial Group’s Stran & Co SWAG Stock Holding History

Strive Financial Group’s Portfolio SWAG Stock Details SWAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$892 Hold
400
– – ﹤0.01% 708
2026
Q1 		$1K Hold
400
– – ﹤0.01% 738
2025
Q4 		$664 Buy
+400
New +$783 ﹤0.01% 635

Other funds holding SWAG

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Strive Financial Group's SWAG Position: Q2 2026 in Review

Strive Financial Group held its Stran & Co (SWAG) position steady in Q2 2026 at 400 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Strive Financial Group first reported a position in SWAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1K in Q1 2026. 23 funds tracked by Wall St. Rank hold SWAG as of Q2 2026.

  • Strive Financial Group held 400 shares of Stran & Co worth $892 as of Q2 2026.
  • Strive Financial Group left its Stran & Co share count unchanged in Q2 2026.
  • Stran & Co made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #708 holding.
  • Strive Financial Group first reported a position in Stran & Co in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Stran & Co position peaked at $1K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Stran & Co as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.