CAPTRUST Financial Advisors
DJT icon

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

CAPTRUST 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
2026
Q2 		$253K Sell
32,692
-1,515
-4% -$13.3K ﹤0.01% 2718
2026
Q1 		$317K Buy
34,207
+6,851
+25% +$78.7K ﹤0.01% 2347
2025
Q4 		$362K Buy
27,356
+2,013
+8% +$27.5K ﹤0.01% 2109
2025
Q3 		$416K Buy
25,343
+14,194
+127% +$252K ﹤0.01% 1949
2025
Q2 		$201K Buy
11,149
+963
+9% +$20.9K ﹤0.01% 2304
2025
Q1 		$199K Buy
10,186
+1,659
+19% +$46.6K ﹤0.01% 2165
2024
Q4 		$291K Buy
+8,527
New +$271K ﹤0.01% 1933
2024
Q2 		– Sell
-4,215
Closed -$261K – 2259
2024
Q1 		$261K Buy
+4,215
New +$164K ﹤0.01% 1852
2022
Q3 		– Sell
-1,261
Closed -$30K – 4140
2022
Q2 		$30K Buy
1,261
+285
+29% +$11.9K ﹤0.01% 3137
2022
Q1 		$63K Sell
976
-237
-20% -$17.8K ﹤0.01% 2623
2021
Q4 		$62K Buy
+1,213
New +$54.9K ﹤0.01% 2516

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

CAPTRUST Financial Advisors's DJT Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Trump Media & Technology Group (DJT) stake by 4.4% in Q2 2026, selling an estimated $13.3K and leaving 32,692 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

CAPTRUST Financial Advisors first reported a position in DJT in Q4 2021 and has held it in 11 quarters since. The position peaked at $416K in Q3 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • CAPTRUST Financial Advisors held 32,692 shares of Trump Media & Technology Group worth $253K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,515 Trump Media & Technology Group shares in Q2 2026, an estimated $13.3K.
  • Trump Media & Technology Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2718 holding.
  • CAPTRUST Financial Advisors first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Trump Media & Technology Group position peaked at $416K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.