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

Optimize Financial’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
2025
Q3 		– Sell
-63,888
Closed -$1.15M – 448
2025
Q2 		$1.15M Sell
63,888
-458
-0.7% -$9.96K 0.71% 45
2025
Q1 		$1.26M Buy
64,346
+9,670
+18% +$272K 0.91% 37
2024
Q4 		$1.86M Buy
+54,676
New +$1.74M 1.4% 14

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimize Financial's DJT Position: Q3 2025 in Review

Optimize Financial sold out of Trump Media & Technology Group (DJT) in Q3 2025, closing a stake of 63,888 shares — an estimated $1.15M sold.

Optimize Financial first reported a position in DJT in Q4 2024 and held it in 3 quarters. The position peaked at $1.86M in Q4 2024. 303 funds tracked by Wall St. Rank hold DJT as of Q3 2025.

  • Optimize Financial reported no remaining Trump Media & Technology Group position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 63,888 Trump Media & Technology Group shares in Q3 2025, an estimated $1.15M.
  • Optimize Financial first reported a position in Trump Media & Technology Group in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Trump Media & Technology Group position peaked at $1.86M in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.