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 Q3	$112K	Buy	12,359 +60	+0.5%	+$546	0.03%	141
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 $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Client 1st Advisory Group's DJT Position: Q3 2026 in Review

Client 1st Advisory Group increased its Trump Media & Technology Group (DJT) stake by 0.49% in Q3 2026, buying an estimated $546 and bringing the position to 12,359 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #141.

Client 1st Advisory Group first reported a position in DJT in Q4 2024 and has held it in 8 quarters since. The position peaked at $419K in Q4 2024. 58 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

Client 1st Advisory Group held 12,359 shares of Trump Media & Technology Group worth $112K as of Q3 2026.
Client 1st Advisory Group bought 60 Trump Media & Technology Group shares in Q3 2026, an estimated $546.
Trump Media & Technology Group made up 0.03% of Client 1st Advisory Group's portfolio in Q3 2026, its #141 holding.
Client 1st Advisory Group first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 8 quarters since.
Client 1st Advisory Group's Trump Media & Technology Group position peaked at $419K in Q4 2024.
58 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.