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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

MSTR holding history

Strategy Inc in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
3,992
Value
$347.0K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MSTR by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,992$347.0K<0.1%00.0%UnchangedHolders
Q1 20263,992$498.2K<0.1%00.0%UnchangedHolders
Q4 20253,992$606.6K<0.1%+18+0.5%AddedHolders
Q3 20253,974$1.28M<0.1%+37+0.9%AddedHolders
Q2 20253,937$1.59M0.1%+560+16.6%AddedHolders
Q1 20253,377$973.5K<0.1%00.0%UnchangedHolders
Q4 20243,377$978.0K<0.1%+127+3.9%AddedHolders
Q3 20243,250$548.0K<0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 2024325$447.7K<0.1%00.0%UnchangedHolders
Q1 2024325$554.0K<0.1%00.0%UnchangedHolders
Q4 2023325$205.3K<0.1%+325NewHolders