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
Q3 		$1.7M Sell
11,107
-712
-6% -$82.4K ﹤0.01% 1469
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% -$74.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Truist Financial's MSTR Position: Q3 2026 in Review

Truist Financial reduced its Strategy Inc (MSTR) stake by 6% in Q3 2026, selling an estimated $82.4K and leaving 11,107 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Truist Financial first reported a position in MSTR in Q3 2013 and has held it in 25 quarters since. The position peaked at $7.34M in Q2 2025. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Truist Financial held 11,107 shares of Strategy Inc worth $1.7M as of Q3 2026.
  • Truist Financial sold 712 Strategy Inc shares in Q3 2026, an estimated $82.4K.
  • Strategy Inc made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1469 holding.
  • Truist Financial first reported a position in Strategy Inc in Q3 2013 and has held it in 25 quarters since.
  • Truist Financial's Strategy Inc position peaked at $7.34M in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.