Sun Financial’s Strategy Inc MSTR Stock Holding History

Sun Financial’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	12,779 +6,131	+92%	+$890K	0.59%	61
2026 Q1	$1.24M	Buy	6,648 +377	+6%	+$53.9K	0.62%	53
2025 Q4	$953K	Buy	+6,271	New	+$1.44M	0.53%	68

Other funds holding MSTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Financial's MSTR Position: Q2 2026 in Review

Sun Financial increased its Strategy Inc (MSTR) stake by 92% in Q2 2026, buying an estimated $890K and bringing the position to 12,779 shares worth $1.24M. The position accounts for 0.59% of the portfolio, ranked #61.

Sun Financial first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Sun Financial held 12,779 shares of Strategy Inc worth $1.24M as of Q2 2026.
Sun Financial bought 6,131 Strategy Inc shares in Q2 2026, an estimated $890K.
Strategy Inc made up 0.59% of Sun Financial's portfolio in Q2 2026, its #61 holding.
Sun Financial first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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