Pinnacle Wealth Planning Services
DJT icon

Pinnacle Wealth Planning Services’s Trump Media & Technology Group DJT Stock Holding History

Pinnacle Wealth Planning 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 		$44K Buy
4,851
+2
+0% +$18 ﹤0.01% 1352
2026
Q2 		$37.5K Hold
4,849
– – ﹤0.01% 1472
2026
Q1 		$45K Buy
4,849
+38
+0.8% +$436 ﹤0.01% 1261
2025
Q4 		$63.7K Buy
+4,811
New +$65.6K 0.01% 1040
2024
Q2 		– Sell
-4,811
Closed -$298K – 553
2024
Q1 		$298K Buy
+4,811
New +$187K 0.04% 297
2022
Q2 		– Sell
-6,211
Closed -$401K – 488
2022
Q1 		$401K Buy
+6,211
New +$467K 0.07% 204

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

Pinnacle Wealth Planning Services's DJT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Trump Media & Technology Group (DJT) stake by 0.04% in Q3 2026, buying an estimated $18 and bringing the position to 4,851 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Pinnacle Wealth Planning Services first reported a position in DJT in Q1 2022 and has held it in 6 quarters since. The position peaked at $401K in Q1 2022. 192 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,851 shares of Trump Media & Technology Group worth $44K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 Trump Media & Technology Group shares in Q3 2026, an estimated $18.
  • Trump Media & Technology Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1352 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trump Media & Technology Group in Q1 2022 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Trump Media & Technology Group position peaked at $401K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.