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RFG - Bristol Wealth Advisors’s Tesla TSLA Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$524K Buy
1,477
+80
+6% +$28.6K 0.12% 104
2026
Q2 		$588K Hold
1,397
– – 0.14% 100
2026
Q1 		$519K Hold
1,397
– – 0.14% 104
2025
Q4 		$628K Sell
1,397
-46
-3% -$20.4K 0.18% 95
2025
Q3 		$642K Sell
1,443
-130
-8% -$45.1K 0.19% 92
2025
Q2 		$500K Buy
1,573
+17
+1% +$5.12K 0.16% 107
2025
Q1 		$403K Sell
1,556
-156
-9% -$52K 0.14% 115
2024
Q4 		$691K Buy
+1,712
New +$551K 0.23% 86

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RFG - Bristol Wealth Advisors's TSLA Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Tesla (TSLA) stake by 5.7% in Q3 2026, buying an estimated $28.6K and bringing the position to 1,477 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #104.

RFG - Bristol Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $691K in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 1,477 shares of Tesla worth $524K as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 80 Tesla shares in Q3 2026, an estimated $28.6K.
  • Tesla made up 0.12% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's Tesla position peaked at $691K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.