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Strategy shares owned by SageOak Financial

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

Historical chart of SageOak Financial investment in Strategy

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

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Quarterly reported holdings in Strategy by SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 60k 27.18
2025-06-30 $1.5M 57k 25.99

More positions owned by SageOak Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Tidal Trust I SP FDS S&P 500 (SPUS)
Dimensional Etf Trust Global Real Est (DFGR)
Strategy Eventide Us Mrkt (ESUM)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for SageOak Financial

Top funds holding Strategy

Change Path
O'Connor Financial Group
Strategic Equity Management
Moneywise
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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