WFC
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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
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

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's MSTR Position: Q4 2025 in Review

Western Financial Corp sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 5,271 shares — an estimated $1.7M sold.

Western Financial Corp first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $2.88M in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Western Financial Corp reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Western Financial Corp sold 5,271 Strategy Inc shares in Q4 2025, an estimated $1.7M.
  • Western Financial Corp first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • Western Financial Corp's Strategy Inc position peaked at $2.88M in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.