JBR Co Financial Management’s Tesla TSLA Stock Holding History

JBR Co Financial Management’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	$1.64M	Sell	3,905 -2,224	-36%	-$885K	0.6%	37
2026 Q1	$2.76M	Hold	6,129	–	–	1.15%	23
2025 Q4	$2.76M	Buy	6,129 +114	+2%	+$50.5K	1.15%	23
2025 Q3	$2.67M	Sell	6,015 -213	-3%	-$73.9K	1.13%	25
2025 Q2	$1.98M	Buy	6,228 +416	+7%	+$125K	0.98%	26
2025 Q1	$1.51M	Buy	5,812 +1,120	+24%	+$373K	0.88%	33
2024 Q4	$1.89M	Sell	4,692 -528	-10%	-$170K	1.16%	22
2024 Q3	$1.37M	Sell	5,220 -485	-9%	-$111K	0.89%	27
2024 Q2	$1.13M	Hold	5,705	–	–	0.79%	32
2024 Q1	$1M	Buy	5,705 +1,030	+22%	+$201K	0.8%	34
2023 Q4	$1.16M	Buy	+4,675	New	+$1.11M	1.09%	24

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

JBR Co Financial Management's TSLA Position: Q2 2026 in Review

JBR Co Financial Management reduced its Tesla (TSLA) stake by 36% in Q2 2026, selling an estimated $885K and leaving 3,905 shares worth $1.64M. The position accounts for 0.6% of the portfolio, ranked #37.

JBR Co Financial Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q1 2026. 1,968 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

JBR Co Financial Management held 3,905 shares of Tesla worth $1.64M as of Q2 2026.
JBR Co Financial Management sold 2,224 Tesla shares in Q2 2026, an estimated $885K.
Tesla made up 0.6% of JBR Co Financial Management's portfolio in Q2 2026, its #37 holding.
JBR Co Financial Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Tesla position peaked at $2.76M in Q1 2026.
1,968 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.