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Victory Financial Group’s Strategy Inc MSTR Stock Holding History

Victory 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
Q1 		$295K Buy
2,364
+547
+30% +$78.2K 0.04% 255
2025
Q4 		$276K Buy
+1,817
New +$418K 0.03% 246
2025
Q3 		– Sell
-612
Closed -$247K – 265
2025
Q2 		$247K Buy
+612
New +$223K 0.04% 191

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

Victory Financial Group's MSTR Position: Q1 2026 in Review

Victory Financial Group increased its Strategy Inc (MSTR) stake by 30% in Q1 2026, buying an estimated $78.2K and bringing the position to 2,364 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #255.

Victory Financial Group first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Victory Financial Group held 2,364 shares of Strategy Inc worth $295K as of Q1 2026.
  • Victory Financial Group bought 547 Strategy Inc shares in Q1 2026, an estimated $78.2K.
  • Strategy Inc made up 0.04% of Victory Financial Group's portfolio in Q1 2026, its #255 holding.
  • Victory Financial Group first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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