BPI
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BFC Planning, Inc.’s Trump Media & Technology Group DJT Stock Holding History

BFC Planning, Inc.’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 		$11.3K Buy
1,459
+300
+26% +$2.64K ﹤0.01% 2306
2026
Q1 		$10.8K Sell
1,159
-250
-18% -$2.87K ﹤0.01% 2011
2025
Q4 		$18.7K Hold
1,409
– – ﹤0.01% 1780
2025
Q3 		$23.1K Hold
1,409
– – ﹤0.01% 1510
2025
Q2 		$25.4K Hold
1,409
– – ﹤0.01% 1398
2025
Q1 		$27.5K Buy
1,409
+230
+20% +$6.46K ﹤0.01% 1336
2024
Q4 		$40.2K Buy
+1,179
New +$37.5K ﹤0.01% 1201

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Yorkville Advisors Global
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC Planning, Inc.'s DJT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Trump Media & Technology Group (DJT) stake by 26% in Q2 2026, buying an estimated $2.64K and bringing the position to 1,459 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

BFC Planning, Inc. first reported a position in DJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.2K in Q4 2024. 329 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • BFC Planning, Inc. held 1,459 shares of Trump Media & Technology Group worth $11.3K as of Q2 2026.
  • BFC Planning, Inc. bought 300 Trump Media & Technology Group shares in Q2 2026, an estimated $2.64K.
  • Trump Media & Technology Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2306 holding.
  • BFC Planning, Inc. first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Trump Media & Technology Group position peaked at $40.2K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.