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Sunbelt Securities’s Strategic Education STRA Stock Holding History

Sunbelt Securities’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$241 – 3076
2025
Q4 		$241 Sell
3
-1
-25% -$80 ﹤0.01% 2396
2025
Q3 		$344 Buy
+4
New +$322 ﹤0.01% 2324

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sunbelt Securities's STRA Position: Q1 2026 in Review

Sunbelt Securities sold out of Strategic Education (STRA) in Q1 2026, closing a stake of 3 shares — an estimated $241 sold.

Sunbelt Securities first reported a position in STRA in Q3 2025 and held it in 2 quarters. The position peaked at $344 in Q3 2025. 287 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • Sunbelt Securities reported no remaining Strategic Education position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 3 Strategic Education shares in Q1 2026, an estimated $241.
  • Sunbelt Securities first reported a position in Strategic Education in Q3 2025 and held it in 2 quarters.
  • Sunbelt Securities's Strategic Education position peaked at $344 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.