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

Capstone Financial Advisors’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
2025 Q4	–	Sell	-77,527	Closed	-$1.27M	–	196
2025 Q3	$1.27M	Buy	77,527 +27	+0%	+$479	0.07%	56
2025 Q2	$1.4M	Buy	77,500 +9,900	+15%	+$215K	0.08%	55
2025 Q1	$1.32M	Buy	67,600 +20,000	+42%	+$562K	0.08%	54
2024 Q4	$1.62M	Sell	47,600 -198	-0.4%	-$6.29K	0.1%	45
2024 Q3	$768K	Buy	47,798 +30,198	+172%	+$732K	0.05%	71
2024 Q2	$576K	Buy	+17,600	New	+$739K	0.04%	78

Other funds holding DJT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Capstone Financial Advisors's DJT Position: Q4 2025 in Review

Capstone Financial Advisors sold out of Trump Media & Technology Group (DJT) in Q4 2025, closing a stake of 77,527 shares — an estimated $1.27M sold.

Capstone Financial Advisors first reported a position in DJT in Q2 2024 and held it in 6 quarters. The position peaked at $1.62M in Q4 2024. 343 funds tracked by Wall St. Rank hold DJT as of Q4 2025.

Capstone Financial Advisors reported no remaining Trump Media & Technology Group position as of Q4 2025 after selling out during the quarter.
Capstone Financial Advisors sold 77,527 Trump Media & Technology Group shares in Q4 2025, an estimated $1.27M.
Capstone Financial Advisors first reported a position in Trump Media & Technology Group in Q2 2024 and held it in 6 quarters.
Capstone Financial Advisors's Trump Media & Technology Group position peaked at $1.62M in Q4 2024.
343 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.