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Concourse Financial Group Securities’s Trump Media & Technology Group DJT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-465
Closed -$15.6K – 2183
2024
Q4 		$15.6K Sell
465
-447
-49% -$14.2K ﹤0.01% 1613
2024
Q3 		$14.7K Hold
912
– – ﹤0.01% 1592
2024
Q2 		$29.9K Buy
912
+727
+393% +$30.5K ﹤0.01% 1396
2024
Q1 		$11.5K Buy
+185
New +$7.18K ﹤0.01% 1660

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concourse Financial Group Securities's DJT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 465 shares — an estimated $15.6K sold.

Concourse Financial Group Securities first reported a position in DJT in Q1 2024 and held it in 4 quarters. The position peaked at $29.9K in Q2 2024. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 465 Trump Media & Technology Group shares in Q1 2025, an estimated $15.6K.
  • Concourse Financial Group Securities first reported a position in Trump Media & Technology Group in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's Trump Media & Technology Group position peaked at $29.9K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.