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

Root Financial Partners’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	–	Sell	-3,970	Closed	-$36.8K	–	3291
2026 Q1	$36.8K	Buy	3,970 +3,961	+44,011%	+$45.5K	﹤0.01%	1016
2025 Q4	$119	Hold	9	–	–	﹤0.01%	2320
2025 Q3	$148	Buy	+9	New	+$160	﹤0.01%	2222

Other funds holding DJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's DJT Position: Q2 2026 in Review

Root Financial Partners sold out of Trump Media & Technology Group (DJT) in Q2 2026, closing a stake of 3,970 shares — an estimated $36.8K sold.

Root Financial Partners first reported a position in DJT in Q3 2025 and held it in 3 quarters. The position peaked at $36.8K in Q1 2026. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

Root Financial Partners reported no remaining Trump Media & Technology Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,970 Trump Media & Technology Group shares in Q2 2026, an estimated $36.8K.
Root Financial Partners first reported a position in Trump Media & Technology Group in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Trump Media & Technology Group position peaked at $36.8K in Q1 2026.
327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.