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Strategy shares owned by Principal Securities

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 1.2k 33.02
2025-06-30 $20k 681 29.34

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
LPL Financial
Cambridge Investment Research Advisors
Resources Investment Advisors
Steward Partners Investment Advisory
Worth Asset Management
Envestnet Asset Management
Atlas Wealth Partners
Kestra Private Wealth Services
Jane Street
Advisor Group Holdings
Gts Securities
Cetera Investment Advisers
Moors & Cabot

View all funds holding Strategy