JNBA Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $807K | Buy |
1,918
+150
| +8% | +$59.7K | 0.06% | 117 |
|
|
2026
Q1 | $657K | Buy |
1,768
+17
| +1% | +$7K | 0.05% | 126 |
|
|
2025
Q4 | $787K | Buy |
1,751
+63
| +4% | +$27.9K | 0.07% | 114 |
|
|
2025
Q3 | $751K | Buy |
1,688
+119
| +8% | +$41.3K | 0.07% | 113 |
|
|
2025
Q2 | $498K | Buy |
1,569
+357
| +29% | +$108K | 0.05% | 134 |
|
|
2025
Q1 | $314K | Sell |
1,212
-118
| -9% | -$39.3K | 0.03% | 155 |
|
|
2024
Q4 | $537K | Buy |
1,330
+32
| +2% | +$10.3K | 0.05% | 129 |
|
|
2024
Q3 | $340K | Sell |
1,298
-215
| -14% | -$49K | 0.03% | 152 |
|
|
2024
Q2 | $299K | Sell |
1,513
-360
| -19% | -$62.9K | 0.03% | 161 |
|
|
2024
Q1 | $329K | Sell |
1,873
-225
| -11% | -$44K | 0.03% | 162 |
|
|
2023
Q4 | $521K | Buy |
2,098
+47
| +2% | +$11.2K | 0.06% | 132 |
|
|
2023
Q3 | $513K | Hold |
2,051
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $537K | Buy |
2,051
+200
| +11% | +$40K | 0.06% | 124 |
|
|
2023
Q1 | $384K | Sell |
1,851
-69
| -4% | -$12K | 0.05% | 143 |
|
|
2022
Q4 | $237K | Sell |
1,920
-6
| -0.3% | -$1.14K | 0.03% | 178 |
|
|
2022
Q3 | $511K | Hold |
1,926
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $432K | Sell |
1,926
-99
| -5% | -$27K | 0.07% | 127 |
|
|
2022
Q1 | $727K | Buy |
2,025
+282
| +16% | +$87.8K | 0.1% | 112 |
|
|
2021
Q4 | $614K | Buy |
1,743
+111
| +7% | +$37.2K | 0.08% | 120 |
|
|
2021
Q3 | $422K | Sell |
1,632
-27
| -2% | -$6.36K | 0.06% | 138 |
|
|
2021
Q2 | $376K | Buy |
1,659
+3
| +0.2% | +$651 | 0.05% | 142 |
|
|
2021
Q1 | $369K | Sell |
1,656
-48
| -3% | -$12.1K | 0.05% | 136 |
|
|
2020
Q4 | $401K | Buy |
1,704
+375
| +28% | +$64K | 0.07% | 124 |
|
|
2020
Q3 | $190K | Buy |
1,329
+54
| +4% | +$6.38K | 0.04% | 155 |
|
|
2020
Q2 | $92K | Buy |
1,275
+240
| +23% | +$13K | 0.02% | 187 |
|
|
2020
Q1 | $36K | Hold |
1,035
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $29K | Hold |
1,035
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $17K | Buy |
1,035
+285
| +38% | +$4.46K | ﹤0.01% | 351 |
|
|
2019
Q2 | $11K | Buy |
750
+15
| +2% | +$233 | ﹤0.01% | 427 |
|
|
2019
Q1 | $14K | Hold |
735
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $16K | Sell |
735
-1,275
| -63% | -$27.4K | ﹤0.01% | 329 |
|
|
2018
Q3 | $35K | Buy |
2,010
+1,275
| +173% | +$26.6K | 0.02% | 256 |
|
|
2018
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $13K | Hold |
735
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $15K | Hold |
735
| – | – | ﹤0.01% | 340 |
|
|
2017
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $18K | Hold |
735
| – | – | ﹤0.01% | 305 |
|
|
2017
Q1 | $14K | Sell |
735
-1,035
| -58% | -$17.5K | ﹤0.01% | 331 |
|
|
2016
Q4 | $25K | Sell |
1,770
-585
| -25% | -$7.69K | 0.01% | 274 |
|
|
2016
Q3 | $32K | Buy |
2,355
+1,410
| +149% | +$20.4K | ﹤0.01% | 660 |
|
|
2016
Q2 | $13K | Buy |
945
+210
| +29% | +$3.18K | ﹤0.01% | 332 |
|
|
2016
Q1 | $11K | Hold |
735
| – | – | ﹤0.01% | 348 |
|
|
2015
Q4 | $12K | Buy |
735
+375
| +104% | +$5.61K | ﹤0.01% | 332 |
|
|
2015
Q3 | $6K | Hold |
360
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $6K | Hold |
360
| – | – | ﹤0.01% | 397 |
|
|
2015
Q1 | $5K | Hold |
360
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $5K | Buy |
+360
| New | +$5.63K | ﹤0.01% | 425 |
|
Other funds holding TSLA
HAM
CRM
CNB
NAH
II
JNBA Financial Advisors's TSLA Position: Q2 2026 in Review
JNBA Financial Advisors increased its Tesla (TSLA) stake by 8.5% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,918 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #117.
JNBA Financial Advisors first reported a position in TSLA in Q4 2014 and has held it in 47 quarters since. 1,581 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- JNBA Financial Advisors held 1,918 shares of Tesla worth $807K as of Q2 2026.
- JNBA Financial Advisors bought 150 Tesla shares in Q2 2026, an estimated $59.7K.
- Tesla made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #117 holding.
- JNBA Financial Advisors first reported a position in Tesla in Q4 2014 and has held it in 47 quarters since.
- 1,581 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.