Triumph Capital Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Triumph Capital Management’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.22K	Hold	30	–	–	﹤0.01%	1591
2026 Q2	$1.76K	Hold	30	–	–	﹤0.01%	1586
2026 Q1	$2.12K	Hold	30	–	–	﹤0.01%	1525
2025 Q4	$2.36K	Buy	+30	New	+$2.58K	﹤0.01%	1442

Other funds holding STRK

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Triumph Capital Management's STRK Position: Q3 2026 in Review

Triumph Capital Management held its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) position steady in Q3 2026 at 30 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Triumph Capital Management first reported a position in STRK in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.36K in Q4 2025. 32 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

Triumph Capital Management held 30 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $2.22K as of Q3 2026.
Triumph Capital Management left its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock share count unchanged in Q3 2026.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1591 holding.
Triumph Capital Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $2.36K in Q4 2025.
32 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.