Action Point Financial Planning’s Trump Media & Technology Group DJT Stock Holding History

Action Point Financial Planning’s Portfolio DJT Stock Details DJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356	Buy	+46	New	+$405	﹤0.01%	2663

Other funds holding DJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Action Point Financial Planning's DJT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 46 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #2663 among its holdings.

325 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

Action Point Financial Planning held 46 shares of Trump Media & Technology Group worth $356 as of Q2 2026.
Trump Media & Technology Group was a new Action Point Financial Planning position in Q2 2026.
Trump Media & Technology Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2663 holding.
325 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.