Summit Financial’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Summit Financial’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	$338K	Buy	+5,750	New	+$411K	﹤0.01%	1262

Other funds holding STRK

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Summit Financial's STRK Position: Q2 2026 in Review

Summit Financial opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026: 5,750 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings.

85 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Summit Financial held 5,750 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $338K as of Q2 2026.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new Summit Financial position in Q2 2026.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1262 holding.
85 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.