Zions Bancorporation, National Association’s Strategy Inc MSTR Stock Holding History

Zions Bancorporation, National Association’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 Q2	$28.3K	Buy	326 +149	+84%	+$21.6K	﹤0.01%	690
2026 Q1	$22.1K	Buy	177 +159	+883%	+$22.7K	﹤0.01%	713
2025 Q4	$2.73K	Buy	18 +6	+50%	+$1.38K	﹤0.01%	944
2025 Q3	$3.87K	Hold	12	–	–	﹤0.01%	766
2025 Q2	$4.85K	Buy	12 +6	+100%	+$2.19K	﹤0.01%	748
2025 Q1	$1.73K	Buy	+6	New	+$1.91K	﹤0.01%	818

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Zions Bancorporation, National Association's MSTR Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Strategy Inc (MSTR) stake by 84% in Q2 2026, buying an estimated $21.6K and bringing the position to 326 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Zions Bancorporation, National Association first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Zions Bancorporation, National Association held 326 shares of Strategy Inc worth $28.3K as of Q2 2026.
Zions Bancorporation, National Association bought 149 Strategy Inc shares in Q2 2026, an estimated $21.6K.
Strategy Inc made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #690 holding.
Zions Bancorporation, National Association first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.