Texas Capital Bank Wealth Management Services’s Strategy Inc MSTR Stock Holding History

Texas Capital Bank Wealth Management Services’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	$281K	Hold	2,248	–	–	0.02%	289
2025 Q4	$342K	Buy	2,248 +151	+7%	+$34.8K	0.02%	238
2025 Q3	$676K	Buy	2,097 +404	+24%	+$150K	0.06%	115
2025 Q2	$684K	Hold	1,693	–	–	0.06%	113
2025 Q1	$488K	Hold	1,693	–	–	0.05%	128
2024 Q4	$490K	Buy	+1,693	New	+$509K	0.05%	109

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Texas Capital Bank Wealth Management Services's MSTR Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its Strategy Inc (MSTR) position steady in Q1 2026 at 2,248 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #289.

Texas Capital Bank Wealth Management Services first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Texas Capital Bank Wealth Management Services held 2,248 shares of Strategy Inc worth $281K as of Q1 2026.
Texas Capital Bank Wealth Management Services left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #289 holding.
Texas Capital Bank Wealth Management Services first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
Texas Capital Bank Wealth Management Services's Strategy Inc position peaked at $684K in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.