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CFG Wealth Management Services’s Tesla TSLA Stock Holding History

CFG Wealth Management Services’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36
Closed -$13.4K – 139
2026
Q1 		$13.4K Hold
36
– – 0.01% 127
2025
Q4 		$16.2K Buy
+36
New +$16K 0.01% 132

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFG Wealth Management Services's TSLA Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Tesla (TSLA) in Q2 2026, closing a stake of 36 shares — an estimated $13.4K sold.

CFG Wealth Management Services first reported a position in TSLA in Q4 2025 and held it in 2 quarters. The position peaked at $16.2K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 36 Tesla shares in Q2 2026, an estimated $13.4K.
  • CFG Wealth Management Services first reported a position in Tesla in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Tesla position peaked at $16.2K in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.