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Independent Financial Group’s Tesla TSLA Stock Holding History

Independent Financial Group’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 		$38.3M Buy
91,049
+3,260
+4% +$1.3M 0.72% 18
2026
Q1 		$32.6M Buy
87,789
+2,378
+3% +$980K 0.73% 18
2025
Q4 		$38.4M Buy
85,411
+2,301
+3% +$1.02M 0.86% 14
2025
Q3 		$37M Buy
83,110
+2,347
+3% +$814K 0.89% 13
2025
Q2 		$25.7M Buy
80,763
+2,492
+3% +$751K 0.71% 18
2025
Q1 		$20.3M Sell
78,271
-1,363
-2% -$454K 0.7% 18
2024
Q4 		$32.2M Sell
79,634
-3,333
-4% -$1.07M 1.07% 10
2024
Q3 		$21.7M Sell
82,967
-26,512
-24% -$6.05M 0.8% 15
2024
Q2 		$21.7M Buy
109,479
+613
+0.6% +$107K 0.87% 14
2024
Q1 		$19.1M Sell
108,866
-3,553
-3% -$694K 0.88% 13
2023
Q4 		$27.9M Sell
112,419
-1,062
-0.9% -$252K 1.49% 7
2023
Q3 		$28.4M Buy
113,481
+21,735
+24% +$5.58M 1.85% 6
2023
Q2 		$24M Sell
91,746
-1,015
-1% -$203K 1.66% 7
2023
Q1 		$19.2M Buy
92,761
+9,037
+11% +$1.58M 1.54% 8
2022
Q4 		$10.3M Buy
83,724
+3,869
+5% +$733K 0.89% 12
2022
Q3 		$21.2M Buy
79,855
+115
+0.1% +$32.1K 1.92% 7
2022
Q2 		$17.9M Buy
79,740
+3,351
+4% +$915K 1.91% 6
2022
Q1 		$27.4M Buy
76,389
+6,681
+10% +$2.08M 2.23% 7
2021
Q4 		$24.6M Buy
69,708
+13,509
+24% +$4.53M 2.03% 8
2021
Q3 		$14.5M Buy
56,199
+4,800
+9% +$1.13M 1.48% 8
2021
Q2 		$11.6M Sell
51,399
-1,602
-3% -$348K 1.23% 8
2021
Q1 		$11.8M Sell
53,001
-8,346
-14% -$2.1M 1.53% 7
2020
Q4 		$14.4M Buy
61,347
+7,881
+15% +$1.34M 2.13% 5
2020
Q3 		$7.65M Buy
53,466
+9,231
+21% +$1.09M 1.44% 7
2020
Q2 		$3.18M Sell
44,235
-90
-0.2% -$4.87K 0.7% 21
2020
Q1 		$1.55M Buy
+44,325
New +$1.84M 0.46% 45

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's TSLA Position: Q2 2026 in Review

Independent Financial Group increased its Tesla (TSLA) stake by 3.7% in Q2 2026, buying an estimated $1.3M and bringing the position to 91,049 shares worth $38.3M. The position accounts for 0.72% of the portfolio, ranked #18.

Independent Financial Group first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $38.4M in Q4 2025. 4,110 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Independent Financial Group held 91,049 shares of Tesla worth $38.3M as of Q2 2026.
  • Independent Financial Group bought 3,260 Tesla shares in Q2 2026, an estimated $1.3M.
  • Tesla made up 0.72% of Independent Financial Group's portfolio in Q2 2026, its #18 holding.
  • Independent Financial Group first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Tesla position peaked at $38.4M in Q4 2025.
  • 4,110 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.