Kestra Advisory Services
DJT icon

Kestra Advisory Services’s Trump Media & Technology Group DJT Stock Holding History

Kestra Advisory Services’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
Q3 		$163K Sell
17,977
-599
-3% -$5.46K ﹤0.01% 3296
2026
Q2 		$144K Sell
18,576
-6,374
-26% -$56.1K ﹤0.01% 3144
2026
Q1 		$232K Buy
24,950
+7,958
+47% +$91.4K ﹤0.01% 2837
2025
Q4 		$225K Buy
16,992
+2,875
+20% +$39.2K ﹤0.01% 2784
2025
Q3 		$232K Buy
14,117
+1,031
+8% +$18.3K ﹤0.01% 2639
2025
Q2 		$236K Buy
13,086
+5,291
+68% +$115K ﹤0.01% 2546
2025
Q1 		$152K Sell
7,795
-1,839
-19% -$51.6K ﹤0.01% 2533
2024
Q4 		$329K Buy
+9,634
New +$306K ﹤0.01% 2159
2024
Q3 		– Sell
-10,785
Closed -$353K – 2761
2024
Q2 		$353K Buy
10,785
+3,102
+40% +$130K ﹤0.01% 2025
2024
Q1 		$476K Buy
+7,683
New +$298K ﹤0.01% 1699
2022
Q2 		– Sell
-4,905
Closed -$316K – 2251
2022
Q1 		$316K Buy
4,905
+425
+9% +$32K ﹤0.01% 1562
2021
Q4 		$230K Buy
+4,480
New +$203K ﹤0.01% 1794

Other funds holding DJT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services's DJT Position: Q3 2026 in Review

Kestra Advisory Services reduced its Trump Media & Technology Group (DJT) stake by 3.2% in Q3 2026, selling an estimated $5.46K and leaving 17,977 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Kestra Advisory Services first reported a position in DJT in Q4 2021 and has held it in 12 quarters since. The position peaked at $476K in Q1 2024. 192 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Kestra Advisory Services held 17,977 shares of Trump Media & Technology Group worth $163K as of Q3 2026.
  • Kestra Advisory Services sold 599 Trump Media & Technology Group shares in Q3 2026, an estimated $5.46K.
  • Trump Media & Technology Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3296 holding.
  • Kestra Advisory Services first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 12 quarters since.
  • Kestra Advisory Services's Trump Media & Technology Group position peaked at $476K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.