Client 1st Advisory Group’s Trump Media & Technology Group DJT Stock Holding History

Client 1st Advisory Group’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	$95.2K	Hold	12,299	–	–	0.02%	142
2026 Q1	$114K	Hold	12,299	–	–	0.03%	137
2025 Q4	$163K	Hold	12,299	–	–	0.05%	141
2025 Q3	$202K	Hold	12,299	–	–	0.07%	130
2025 Q2	$222K	Hold	12,299	–	–	0.08%	120
2025 Q1	$240K	Hold	12,299	–	–	0.09%	117
2024 Q4	$419K	Buy	+12,299	New	+$391K	0.16%	71

Other funds holding DJT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TTIC

Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Client 1st Advisory Group's DJT Position: Q2 2026 in Review

Client 1st Advisory Group held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 12,299 shares worth $95.2K. The position accounts for 0.02% of the portfolio, ranked #142.

Client 1st Advisory Group first reported a position in DJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q4 2024. 44 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

Client 1st Advisory Group held 12,299 shares of Trump Media & Technology Group worth $95.2K as of Q2 2026.
Client 1st Advisory Group left its Trump Media & Technology Group share count unchanged in Q2 2026.
Trump Media & Technology Group made up 0.02% of Client 1st Advisory Group's portfolio in Q2 2026, its #142 holding.
Client 1st Advisory Group first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 7 quarters since.
Client 1st Advisory Group's Trump Media & Technology Group position peaked at $419K in Q4 2024.
44 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.