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Kerr Financial Planning’s Trump Media & Technology Group DJT Stock Holding History

Kerr Financial Planning’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 		$20.2K Sell
2,604
-700
-21% -$6.16K 0.02% 282
2026
Q1 		$30.6K Sell
3,304
-857
-21% -$9.84K 0.02% 229
2025
Q4 		$47K Sell
4,161
-396
-9% -$5.4K 0.06% 183
2025
Q3 		$49.3K Buy
+4,557
New +$80.8K 0.07% 168

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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
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
CS
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

Kerr Financial Planning's DJT Position: Q2 2026 in Review

Kerr Financial Planning reduced its Trump Media & Technology Group (DJT) stake by 21% in Q2 2026, selling an estimated $6.16K and leaving 2,604 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #282.

Kerr Financial Planning first reported a position in DJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $49.3K in Q3 2025. 325 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Kerr Financial Planning held 2,604 shares of Trump Media & Technology Group worth $20.2K as of Q2 2026.
  • Kerr Financial Planning sold 700 Trump Media & Technology Group shares in Q2 2026, an estimated $6.16K.
  • Trump Media & Technology Group made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #282 holding.
  • Kerr Financial Planning first reported a position in Trump Media & Technology Group in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Trump Media & Technology Group position peaked at $49.3K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.