Truist Financial
MSTR icon

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
Q1 		$449K Hold
3,600
– – ﹤0.01% 2134
2025
Q4 		$547K Hold
3,600
– – ﹤0.01% 2002
2025
Q3 		$1.16M Hold
3,600
– – ﹤0.01% 1600
2025
Q2 		$1.46M Hold
3,600
– – ﹤0.01% 1433
2025
Q1 		$1.04M Hold
3,600
– – ﹤0.01% 1501
2024
Q4 		$1.04M Buy
+3,600
New +$1.08M ﹤0.01% 1533

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

Truist Financial's MSTR Position: Q1 2026 in Review

Truist Financial reduced its Strategy Inc (MSTR) stake by 3.4% in Q1 2026, selling an estimated $54.2K and leaving 10,684 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Truist Financial first reported a position in MSTR in Q3 2013 and has held it in 23 quarters since. The position peaked at $7.34M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Truist Financial held 10,684 shares of Strategy Inc worth $1.33M as of Q1 2026.
  • Truist Financial sold 379 Strategy Inc shares in Q1 2026, an estimated $54.2K.
  • Strategy Inc made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1551 holding.
  • Truist Financial first reported a position in Strategy Inc in Q3 2013 and has held it in 23 quarters since.
  • Truist Financial's Strategy Inc position peaked at $7.34M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.