Wedbush Securities
STRK icon

Wedbush Securities’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Wedbush Securities’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Buy
15,233
+1,084
+8% +$73.9K 0.03% 435
2026
Q2 		$832K Sell
14,149
-300
-2% -$21.4K 0.02% 544
2026
Q1 		$1.02M Sell
14,449
-50
-0.3% -$4K 0.03% 446
2025
Q4 		$1.14M Buy
14,499
+229
+2% +$19.7K 0.03% 407
2025
Q3 		$1.31M Buy
14,270
+3,430
+32% +$357K 0.04% 343
2025
Q2 		$1.31M Sell
10,840
-500
-4% -$47.8K 0.05% 332
2025
Q1 		$953K Buy
+11,340
New +$1.01M 0.04% 404

Other funds holding STRK

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wedbush Securities's STRK Position: Q3 2026 in Review

Wedbush Securities increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 7.7% in Q3 2026, buying an estimated $73.9K and bringing the position to 15,233 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #435.

Wedbush Securities first reported a position in STRK in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.31M in Q2 2025. 22 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • Wedbush Securities held 15,233 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $1.13M as of Q3 2026.
  • Wedbush Securities bought 1,084 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q3 2026, an estimated $73.9K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #435 holding.
  • Wedbush Securities first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 7 quarters since.
  • Wedbush Securities's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $1.31M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.