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Strategy shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Strategy

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All positions including Strategy held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 489k 27.18
2025-06-30 $13M 494k 26.41
2025-03-31 $448k 19k 23.61

More positions owned by O'Connor Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Eventide Us Market Etf Etf (ESUM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Markets Etf Etf (DFEM)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

View all positions for O'Connor Financial Group

Top funds holding Strategy

Change Path
O'Connor Financial Group
Strategic Equity Management
Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
SageOak Financial
LPL Financial
EverSource Wealth Advisors
IFP Advisors
Creative Financial Designs

View all funds holding Strategy