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Strategy shares owned by PAX Financial Group

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

Historical chart of PAX Financial Group investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by PAX Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 170k 27.18
2025-06-30 $4.4M 169k 25.99
2025-03-31 $5.2M 220k 23.61

More positions owned by PAX Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Active Bd Etf (BOND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for PAX 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