Turner Financial Group, Inc.

Position in MSTR — Strategy Inc

CIK 2149918 PACE, FL

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$966,155

New position

Shares Held

13,531

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#352

of 863 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Turner Financial Group, Inc. holds $1,619,093 across 3 Software - Application names. MSTR ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc This page	13,531	$966,155
2	CVLT	Commvault Systems Inc	3,014	$427,174
3	HUBS	Hubspot Inc	1,237	$225,764

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 STRK	$439,620	7,474	—	Shares	Sole	2026-08-14
2026-06-30	$526,535	6,057	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.