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Three Bearings Fiduciary Advisors’s Strategy Inc MSTR Stock Holding History

Three Bearings Fiduciary Advisors’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 		$4.35K Hold
50
– – ﹤0.01% 170
2026
Q1 		$6.24K Hold
50
– – 0.01% 153
2025
Q4 		$7.49K Buy
+50
New +$11.5K 0.01% 152

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Three Bearings Fiduciary Advisors's MSTR Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 50 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Three Bearings Fiduciary Advisors first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.49K in Q4 2025. 432 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 50 shares of Strategy Inc worth $4.35K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #170 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Strategy Inc position peaked at $7.49K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.