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 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 $427B AUM 29.17% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sun Financial's MSTR Position: Q1 2026 in Review

Sun Financial increased its Strategy Inc (MSTR) stake by 6% in Q1 2026, buying an estimated $53.9K and bringing the position to 6,648 shares worth $1.24M. The position accounts for 0.62% of the portfolio, ranked #53.

Sun Financial first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Sun Financial held 6,648 shares of Strategy Inc worth $1.24M as of Q1 2026.
Sun Financial bought 377 Strategy Inc shares in Q1 2026, an estimated $53.9K.
Strategy Inc made up 0.62% of Sun Financial's portfolio in Q1 2026, its #53 holding.
Sun Financial first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.