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
Q2 		$313K Hold
3,600
– – ﹤0.01% 2515
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 852 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.
  • 852 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.