Western Financial Corp
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Western Financial Corp’s Strategy Inc MSTR Stock Holding History

Western Financial Corp’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 		$3.58M Buy
+23,415
New +$2.71M 1.19% 18
2025
Q4 		– Sell
-5,271
Closed -$1.7M – 121
2025
Q3 		$1.7M Sell
5,271
-1,845
-26% -$685K 0.74% 34
2025
Q2 		$2.88M Buy
+7,116
New +$2.59M 1.54% 9

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Mirae Asset Global Investments
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Western Financial Corp's MSTR Position: Q3 2026 in Review

Western Financial Corp opened a new position in Strategy Inc (MSTR) in Q3 2026: 23,415 shares worth $3.58M. The stake represents 1.19% of the portfolio and ranks #18 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in MSTR as recently as Q3 2025.

Western Financial Corp first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Western Financial Corp held 23,415 shares of Strategy Inc worth $3.58M as of Q3 2026.
  • Strategy Inc was a new Western Financial Corp position in Q3 2026.
  • Strategy Inc made up 1.19% of Western Financial Corp's portfolio in Q3 2026, its #18 holding.
  • Western Financial Corp first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.