TFM
MSTR icon

TFC Financial Management’s Strategy Inc MSTR Stock Holding History

TFC Financial Management’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 		$22.5K Buy
180
+3
+2% +$429 ﹤0.01% 346
2025
Q4 		$26.9K Sell
177
-13
-7% -$2.99K ﹤0.01% 329
2025
Q3 		$61.2K Hold
190
– – 0.01% 249
2025
Q2 		$76.8K Sell
190
-18
-9% -$6.56K 0.01% 222
2025
Q1 		$60K Sell
208
-42
-17% -$13.3K 0.01% 237
2024
Q4 		$72.4K Hold
250
– – 0.01% 219
2024
Q3 		$42.1K Hold
250
– – 0.01% 267
2024
Q2 		$34.4K Hold
250
– – 0.01% 269
2024
Q1 		$42.6K Hold
250
– – 0.01% 243
2023
Q4 		$15.8K Hold
250
– – ﹤0.01% 302
2023
Q3 		$8.21K Buy
+250
New +$9.41K ﹤0.01% 359

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's MSTR Position: Q1 2026 in Review

TFC Financial Management increased its Strategy Inc (MSTR) stake by 1.7% in Q1 2026, buying an estimated $429 and bringing the position to 180 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

TFC Financial Management first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $76.8K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • TFC Financial Management held 180 shares of Strategy Inc worth $22.5K as of Q1 2026.
  • TFC Financial Management bought 3 Strategy Inc shares in Q1 2026, an estimated $429.
  • Strategy Inc made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #346 holding.
  • TFC Financial Management first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
  • TFC Financial Management's Strategy Inc position peaked at $76.8K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.