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O'Connor Financial Group LLC → STRD

O'Connor Financial Group LLC STRD Position History

Strategy Inc • Financial Services

Quarters held
10
Latest value
$5.9M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.3M
Q3 2025$5.5M
Q4 2025$13.7M
Q4 2025$5.7M
Q1 2026$13M
Q1 2026$5.9M
Q2 2026$15.2M
Q2 2026$6.3M
Q3 2026$15.1M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M194.1K——
Q3 2026$15.1M500.5K——
Q2 2026$6.3M190.5K——
Q2 2026$15.2M496.0K——
Q1 2026$5.9M204.6K——
Q1 2026$13M496.1K——
Q4 2025$5.7M206.7K——
Q4 2025$13.7M498.1K——
Q3 2025$5.5M207.4K——
Q3 2025$13.3M488.7K——

Other funds holding STRD

Other O'Connor Financial Group LLC positions

VGES

VANGUARD S&P 500 ETF

$31.8M
VGES

VANGUARD S&P 500 ETF

$30.8M
PDI

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$30.6M
PDI

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$29.9M
VGES

VANGUARD S&P 500 ETF

$27.8M
VGES

VANGUARD S&P 500 ETF

$26.8M
VGES

VANGUARD S&P 500 ETF

$26.5M
PDI

PIMCO ENHANCED LOW DURATION ACTIVE ETF

$22.2M