Truist Financial
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Truist Financial’s Strategy Inc MSTR Stock Holding History

Truist Financial’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 		$1.03M Buy
11,819
+1,135
+11% +$165K ﹤0.01% 1762
2026
Q1 		$1.33M Sell
10,684
-379
-3% -$54.2K ﹤0.01% 1551
2025
Q4 		$1.68M Sell
11,063
-10,605
-49% -$2.44M ﹤0.01% 1396
2025
Q3 		$6.98M Buy
21,668
+3,507
+19% +$1.3M 0.01% 740
2025
Q2 		$7.34M Buy
18,161
+9,599
+112% +$3.5M 0.01% 693
2025
Q1 		$2.47M Buy
8,562
+727
+9% +$231K ﹤0.01% 1125
2024
Q4 		$2.27M Buy
7,835
+3,315
+73% +$998K ﹤0.01% 1177
2024
Q3 		$762K Buy
4,520
+190
+4% +$27.2K ﹤0.01% 1661
2024
Q2 		$596K Buy
4,330
+650
+18% +$93.7K ﹤0.01% 1867
2024
Q1 		$627K Sell
3,680
-18,710
-84% -$1.71M ﹤0.01% 1842
2023
Q4 		$1.41M Buy
+22,390
New +$1.06M ﹤0.01% 1437
2022
Q1 		– Sell
-3,750
Closed -$204K – 2782
2021
Q4 		$204K Buy
+3,750
New +$258K ﹤0.01% 2581
2021
Q2 		– Sell
-72,450
Closed -$4.92M – 2773
2021
Q1 		$4.92M Buy
+72,450
New +$5.12M 0.01% 840
2016
Q2 		– Sell
-13,230
Closed -$238K – 877
2016
Q1 		$238K Sell
13,230
-3,380
-20% -$54.7K 0.01% 694
2015
Q4 		$298K Sell
16,610
-24,850
-60% -$452K 0.01% 638
2015
Q3 		$815K Sell
41,460
-3,200
-7% -$63.4K 0.02% 446
2015
Q2 		$760K Buy
44,660
+6,740
+18% +$119K 0.02% 437
2015
Q1 		$642K Buy
37,920
+160
+0.4% +$2.7K 0.02% 462
2014
Q4 		$613K Sell
37,760
-6,170
-14% -$97.5K 0.02% 463
2014
Q3 		$575K Sell
43,930
-18,360
-29% -$255K 0.02% 457
2014
Q2 		$876K Sell
62,290
-5,850
-9% -$74.7K 0.03% 406
2014
Q1 		$786K Buy
68,140
+2,820
+4% +$35.2K 0.02% 411
2013
Q4 		$812K Buy
65,320
+10,080
+18% +$119K 0.03% 398
2013
Q3 		$573K Buy
+55,240
New +$538K 0.02% 455

Other funds holding MSTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial's MSTR Position: Q2 2026 in Review

Truist Financial increased its Strategy Inc (MSTR) stake by 11% in Q2 2026, buying an estimated $165K and bringing the position to 11,819 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Truist Financial first reported a position in MSTR in Q3 2013 and has held it in 24 quarters since. The position peaked at $7.34M in Q2 2025. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Truist Financial held 11,819 shares of Strategy Inc worth $1.03M as of Q2 2026.
  • Truist Financial bought 1,135 Strategy Inc shares in Q2 2026, an estimated $165K.
  • Strategy Inc made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1762 holding.
  • Truist Financial first reported a position in Strategy Inc in Q3 2013 and has held it in 24 quarters since.
  • Truist Financial's Strategy Inc position peaked at $7.34M in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.