Turner Financial Group
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Turner Financial Group’s Strategy Inc MSTR Stock Holding History

Turner Financial Group’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 		$896K Sell
5,850
-207
-3% -$23.9K 0.93% 25
2026
Q2 		$527K Buy
+6,057
New +$879K 0.52% 44

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Turner Financial Group's MSTR Position: Q3 2026 in Review

Turner Financial Group reduced its Strategy Inc (MSTR) stake by 3.4% in Q3 2026, selling an estimated $23.9K and leaving 5,850 shares worth $896K. The position accounts for 0.93% of the portfolio, ranked #25.

Turner Financial Group first reported a position in MSTR in Q2 2026 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Turner Financial Group held 5,850 shares of Strategy Inc worth $896K as of Q3 2026.
  • Turner Financial Group sold 207 Strategy Inc shares in Q3 2026, an estimated $23.9K.
  • Strategy Inc made up 0.93% of Turner Financial Group's portfolio in Q3 2026, its #25 holding.
  • Turner Financial Group first reported a position in Strategy Inc in Q2 2026 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Turner Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.