FFA
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Founders Financial Alliance’s Spotify SPOT Stock Holding History

Founders Financial Alliance’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-625
Closed -$363K – 752
2025
Q4 		$363K Sell
625
-7
-1% -$4.38K 0.07% 246
2025
Q3 		$441K Hold
632
– – 0.08% 221
2025
Q2 		$485K Sell
632
-48
-7% -$30.8K 0.11% 180
2025
Q1 		$374K Buy
+680
New +$380K 0.09% 222
2020
Q4 		– Sell
-5
Closed -$1K – 1130
2020
Q3 		$1K Buy
+5
New +$1.29K ﹤0.01% 1319

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Founders Financial Alliance's SPOT Position: Q1 2026 in Review

Founders Financial Alliance sold out of Spotify (SPOT) in Q1 2026, closing a stake of 625 shares — an estimated $363K sold.

Founders Financial Alliance first reported a position in SPOT in Q3 2020 and held it in 5 quarters. The position peaked at $485K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Founders Financial Alliance reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 625 Spotify shares in Q1 2026, an estimated $363K.
  • Founders Financial Alliance first reported a position in Spotify in Q3 2020 and held it in 5 quarters.
  • Founders Financial Alliance's Spotify position peaked at $485K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.