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UMB Bank’s Strategy Inc MSTR Stock Holding History

UMB Bank’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 		$5.04K Buy
58
+8
+16% +$1.16K ﹤0.01% 2094
2026
Q1 		$6.24K Sell
50
-18
-26% -$2.57K ﹤0.01% 1991
2025
Q4 		$10.3K Sell
68
-57
-46% -$13.1K ﹤0.01% 1813
2025
Q3 		$40.3K Buy
125
+25
+25% +$9.28K ﹤0.01% 1234
2025
Q2 		$40.4K Sell
100
-3
-3% -$1.09K ﹤0.01% 1186
2025
Q1 		$29.7K Buy
103
+3
+3% +$953 ﹤0.01% 1232
2024
Q4 		$29K Sell
100
-50
-33% -$15K ﹤0.01% 1126
2024
Q3 		$25.3K Hold
150
– – ﹤0.01% 1124
2024
Q2 		$20.7K Hold
150
– – ﹤0.01% 1053
2024
Q1 		$25.6K Hold
150
– – ﹤0.01% 999
2023
Q4 		$9.47K Hold
150
– – ﹤0.01% 1303
2023
Q3 		$4.92K Buy
+150
New +$5.65K ﹤0.01% 1425

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

UMB Bank's MSTR Position: Q2 2026 in Review

UMB Bank increased its Strategy Inc (MSTR) stake by 16% in Q2 2026, buying an estimated $1.16K and bringing the position to 58 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

UMB Bank first reported a position in MSTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.4K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • UMB Bank held 58 shares of Strategy Inc worth $5.04K as of Q2 2026.
  • UMB Bank bought 8 Strategy Inc shares in Q2 2026, an estimated $1.16K.
  • Strategy Inc made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2094 holding.
  • UMB Bank first reported a position in Strategy Inc in Q3 2023 and has held it in 12 quarters since.
  • UMB Bank's Strategy Inc position peaked at $40.4K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.