PSI
STRK

Planning Strategies Inc.’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Planning Strategies Inc.’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
Q2 		$19.2K Buy
+327
New +$23.3K 0.01% 251

Other funds holding STRK

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return

Planning Strategies Inc.'s STRK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026: 327 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings.

20 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Planning Strategies Inc. held 327 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $19.2K as of Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new Planning Strategies Inc. position in Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #251 holding.
  • 20 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.