AF
DJT icon

Allworth Financial’s Trump Media & Technology Group DJT Stock Holding History

Allworth Financial’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 		$23.3K Sell
3,011
-483
-14% -$4.25K ﹤0.01% 3075
2026
Q1 		$32.4K Sell
3,494
-675
-16% -$7.75K ﹤0.01% 2645
2025
Q4 		$55.2K Buy
4,169
+487
+13% +$6.64K ﹤0.01% 2125
2025
Q3 		$60.5K Sell
3,682
-347
-9% -$6.15K ﹤0.01% 1994
2025
Q2 		$72.7K Buy
4,029
+931
+30% +$20.3K ﹤0.01% 1716
2025
Q1 		$81K Sell
3,098
-287
-8% -$8.06K ﹤0.01% 1335
2024
Q4 		$114K Buy
3,385
+406
+14% +$12.9K ﹤0.01% 1206
2024
Q3 		$47.9K Buy
2,979
+1,411
+90% +$34.2K ﹤0.01% 1436
2024
Q2 		$54.9K Buy
1,568
+665
+74% +$27.9K ﹤0.01% 1343
2024
Q1 		$55.9K Buy
903
+376
+71% +$14.6K ﹤0.01% 1262
2023
Q4 		$9.22K Sell
527
-600
-53% -$9.79K ﹤0.01% 2012
2023
Q3 		$18.5K Buy
1,127
+600
+114% +$9.34K ﹤0.01% 1574
2023
Q2 		$6.62K Sell
527
-305
-37% -$4K ﹤0.01% 1999
2023
Q1 		$11.7K Buy
832
+11
+1% +$163 ﹤0.01% 1738
2022
Q4 		$12.3K Buy
821
+149
+22% +$2.91K ﹤0.01% 1622
2022
Q3 		$11K Hold
672
– – ﹤0.01% 1643
2022
Q2 		$16K Hold
672
– – ﹤0.01% 1345
2022
Q1 		$43K Buy
672
+50
+8% +$3.76K ﹤0.01% 953
2021
Q4 		$32K Buy
+622
New +$28.1K ﹤0.01% 965

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial's DJT Position: Q2 2026 in Review

Allworth Financial reduced its Trump Media & Technology Group (DJT) stake by 14% in Q2 2026, selling an estimated $4.25K and leaving 3,011 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Allworth Financial first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $114K in Q4 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Allworth Financial held 3,011 shares of Trump Media & Technology Group worth $23.3K as of Q2 2026.
  • Allworth Financial sold 483 Trump Media & Technology Group shares in Q2 2026, an estimated $4.25K.
  • Trump Media & Technology Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3075 holding.
  • Allworth Financial first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's Trump Media & Technology Group position peaked at $114K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.