COFG Advisors’s Tesla TSLA Stock Holding History

COFG Advisors’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	$3.79M	Buy	9,016 +958	+12%	+$381K	0.65%	31
2026 Q1	$3M	Sell	8,058 -65	-0.8%	-$26.8K	0.74%	28
2025 Q4	$3.65M	Buy	+8,123	New	+$3.6M	0.9%	23

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COFG Advisors's TSLA Position: Q2 2026 in Review

COFG Advisors increased its Tesla (TSLA) stake by 12% in Q2 2026, buying an estimated $381K and bringing the position to 9,016 shares worth $3.79M. The position accounts for 0.65% of the portfolio, ranked #31.

COFG Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

COFG Advisors held 9,016 shares of Tesla worth $3.79M as of Q2 2026.
COFG Advisors bought 958 Tesla shares in Q2 2026, an estimated $381K.
Tesla made up 0.65% of COFG Advisors's portfolio in Q2 2026, its #31 holding.
COFG Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.